+4,785.6%
FLEX vs KEY
+309.4%
+4,476.2%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -2.7% | -10.9% | -12.5% |
| 7D | -28.3% | -2.5% | -25.8% | -27.5% |
| 30D | -45.0% | +4.1% | -49.1% | -45.9% |
| 3M | -45.2% | -8.4% | -36.9% | -43.4% |
| 6M | -30.8% | -2.3% | -28.5% | -30.1% |
| YTD | +10.4% | +4.6% | +5.9% | +8.5% |
| 1Y | +2.3% | +24.6% | -22.3% | -6.4% |
| 3Y | +238.9% | +112.8% | +126.1% | +148.0% |
| 5Y | +386.0% | +12.9% | +373.1% | +330.6% |
| 10Y | +551.1% | +126.7% | +424.4% | +315.8% |
| All | +4,785.6% | +309.4% | +4,476.2% | +1,865.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded KEY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling