+309.1%
KEY vs DAR
+1,348.6%
-1,039.4%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.1% | +0.3% | -2.4% |
| 7D | -2.5% | -8.1% | +5.6% | -1.5% |
| 30D | +4.1% | -17.1% | +21.2% | +6.3% |
| 3M | -8.4% | -12.3% | +3.9% | -7.2% |
| 6M | -2.3% | -21.8% | +19.5% | +0.1% |
| YTD | +4.6% | +40.8% | -36.3% | -0.1% |
| 1Y | +24.6% | +57.4% | -32.8% | +17.3% |
| 3Y | +112.8% | +12.1% | +100.7% | +106.0% |
| 5Y | +12.9% | -40.2% | +53.1% | +16.7% |
| 10Y | +126.7% | +280.1% | -153.4% | +97.4% |
| All | +309.1% | +1,348.6% | -1,039.4% | +236.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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