+15,172.7%
INTC vs KEY
+1,050.5%
+14,122.2%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.3% | +4.2% | +4.4% |
| 7D | +7.1% | +2.2% | +4.9% | +6.4% |
| 30D | -5.2% | -3.0% | -2.2% | -4.3% |
| 3M | -14.3% | +3.3% | -17.6% | -15.1% |
| 6M | +110.2% | +9.2% | +101.0% | +105.0% |
| YTD | +159.6% | +10.6% | +149.0% | +152.3% |
| 1Y | +289.3% | +20.4% | +268.9% | +268.9% |
| 3Y | +166.1% | +121.8% | +44.2% | +110.5% |
| 5Y | +94.4% | +41.1% | +53.2% | +67.4% |
| 10Y | +227.7% | +168.5% | +59.2% | +120.7% |
| All | +15,172.7% | +1,050.5% | +14,122.2% | +4,861.7% |
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