+103.2%
INTC vs KEYS
+87.1%
+16.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEYS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.0% | -1.4% | -0.3% |
| 7D | +7.5% | +3.5% | +4.0% | +4.9% |
| 30D | +2.0% | -4.5% | +6.4% | +5.5% |
| 3M | -12.0% | -0.4% | -11.6% | -10.5% |
| 6M | +114.5% | +19.1% | +95.4% | +96.4% |
| YTD | +179.0% | +66.7% | +112.3% | +102.1% |
| 1Y | +318.3% | +96.5% | +221.8% | +170.5% |
| 3Y | +171.2% | +155.2% | +16.1% | +45.2% |
| All | +103.2% | +87.1% | +16.1% | +21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KEYS.
Daily Out/Under-Performance
Portfolio return minus KEYS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEYS 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 5y: compounded portfolio wealth divided by compounded KEYS 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…
5y analysis · Full analysis span regression · 6 months rolling