+2,883.5%
GE vs KEY
+1,050.5%
+1,833.0%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.8% | +1.0% |
| 7D | -1.6% | +2.2% | -3.8% | -2.4% |
| 30D | -11.6% | -3.0% | -8.5% | -10.6% |
| 3M | +3.0% | +3.3% | -0.3% | +1.8% |
| 6M | -0.5% | +9.2% | -9.7% | -3.5% |
| YTD | +9.7% | +10.6% | -0.9% | +5.8% |
| 1Y | +20.0% | +20.4% | -0.4% | +11.9% |
| 3Y | +275.8% | +121.8% | +154.0% | +171.5% |
| 5Y | +429.1% | +41.1% | +388.0% | +327.0% |
| 10Y | +151.2% | +168.5% | -17.4% | +54.9% |
| All | +2,883.5% | +1,050.5% | +1,833.0% | +829.1% |
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