+289.3%
INTC vs KEY
+21.3%
+267.9%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.3% | +4.2% | +4.4% |
| 7D | +7.1% | +2.2% | +4.9% | +5.8% |
| 30D | -5.2% | -3.0% | -2.2% | -3.5% |
| 3M | -14.3% | +3.3% | -17.6% | -16.0% |
| 6M | +110.2% | +9.2% | +101.0% | +97.0% |
| YTD | +159.6% | +10.6% | +149.0% | +142.0% |
| 1Y | +289.3% | +20.4% | +268.9% | +316.0% |
| All | +289.3% | +21.3% | +267.9% | +316.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling