+66.1%
INTC vs KEY
+25.9%
+40.2%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.6% | -3.1% | -2.8% |
| 7D | +6.0% | +2.9% | +3.1% | +4.6% |
| 30D | -39.2% | +8.4% | -47.6% | -40.8% |
| 3M | -42.9% | -5.8% | -37.2% | -41.1% |
| 6M | -50.4% | +5.4% | -55.8% | -51.5% |
| YTD | +61.7% | +7.1% | +54.6% | +56.8% |
| 1Y | +66.1% | +26.8% | +39.3% | +65.0% |
| All | +66.1% | +25.9% | +40.2% | +65.0% |
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