+8,872.3%
INTC vs KEY
+981.5%
+7,890.8%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.5% | +8.2% | +7.9% |
| 7D | -14.4% | -1.3% | -13.1% | -14.1% |
| 30D | -50.2% | +5.1% | -55.4% | -50.9% |
| 3M | -43.6% | -7.1% | -36.5% | -42.5% |
| 6M | -50.2% | -4.4% | -45.8% | -49.6% |
| YTD | +52.5% | +4.0% | +48.5% | +50.7% |
| 1Y | +51.1% | +23.4% | +27.7% | +42.1% |
| 3Y | +50.3% | +113.9% | -63.6% | +20.6% |
| 5Y | +19.2% | +12.3% | +6.8% | +9.4% |
| 10Y | +105.1% | +125.5% | -20.4% | +45.0% |
| All | +8,872.3% | +981.5% | +7,890.8% | +2,863.9% |
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