+40.8%
KEY vs DINO
+313.0%
-272.2%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.8% | -4.5% | -2.7% |
| 7D | +2.7% | +4.2% | -1.4% | +1.3% |
| 30D | -3.2% | +33.9% | -37.1% | -12.7% |
| 3M | +1.0% | +50.5% | -49.6% | -13.3% |
| 6M | +11.9% | +95.2% | -83.3% | -13.9% |
| YTD | +8.7% | +140.6% | -131.8% | -23.7% |
| 1Y | +18.5% | +119.0% | -100.5% | -14.1% |
| 3Y | +124.0% | +100.4% | +23.6% | +61.4% |
| 5Y | +40.8% | +324.6% | -283.8% | -24.7% |
| All | +40.8% | +313.0% | -272.2% | -24.7% |
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