+105.3%
KEY vs DINO
+421.6%
-316.2%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | +0.1% |
| 7D | +0.5% | -12.9% | +13.4% | +6.1% |
| 30D | +6.9% | -18.6% | +25.4% | +15.4% |
| 3M | -5.0% | +16.6% | -21.6% | -12.3% |
| 6M | +0.7% | +38.2% | -37.4% | -14.4% |
| YTD | +6.5% | +119.3% | -112.9% | -27.6% |
| 1Y | +22.6% | +84.3% | -61.7% | -10.2% |
| 3Y | +125.3% | +107.1% | +18.2% | +51.6% |
| 5Y | +13.9% | +249.9% | -236.0% | -42.5% |
| 10Y | +105.3% | +428.8% | -323.4% | -13.5% |
| All | +105.3% | +421.6% | -316.2% | -13.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 10y: compounded portfolio wealth divided by compounded DINO 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…
10y analysis · Full analysis span regression · 6 months rolling