+12.2%
KEY vs DINO
+245.4%
-233.1%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.3% |
| 7D | -1.3% | -15.5% | +14.2% | +4.0% |
| 30D | +5.1% | -16.0% | +21.1% | +10.5% |
| 3M | -7.1% | +17.9% | -25.0% | -13.5% |
| 6M | -4.4% | +38.5% | -42.9% | -16.6% |
| YTD | +4.0% | +115.8% | -111.8% | -24.8% |
| 1Y | +23.4% | +87.1% | -63.7% | -5.8% |
| 3Y | +113.9% | +96.5% | +17.4% | +53.5% |
| All | +12.2% | +245.4% | -233.1% | -33.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling