+15.2%
KEY vs BIIB
-6.3%
+21.5%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.6% | +0.1% | +2.1% |
| 7D | -0.4% | +2.4% | -2.7% | -0.9% |
| 30D | +7.2% | +12.9% | -5.7% | +4.3% |
| 3M | -4.9% | +22.6% | -27.5% | -9.2% |
| 6M | +1.1% | +31.7% | -30.7% | -5.7% |
| YTD | +6.8% | +44.8% | -38.0% | -3.3% |
| 1Y | +23.3% | +63.9% | -40.6% | +7.9% |
| 3Y | +126.1% | +13.5% | +112.6% | +113.4% |
| 5Y | +15.2% | -5.6% | +20.8% | +13.7% |
| All | +15.2% | -6.3% | +21.5% | +13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BIIB.
Daily Out/Under-Performance
Portfolio return minus BIIB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIIB 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 BIIB 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