+1,078.2%
KEY vs EAT
+11,644.8%
-10,566.6%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.1% |
| 7D | +2.2% | 0.0% | +2.2% | +2.2% |
| 30D | -3.0% | +1.9% | -4.9% | -4.1% |
| 3M | +3.3% | +68.7% | -65.3% | -14.2% |
| 6M | +9.2% | +66.9% | -57.7% | -10.5% |
| YTD | +10.6% | +60.4% | -49.8% | -8.5% |
| 1Y | +20.4% | +44.0% | -23.6% | +2.0% |
| 3Y | +121.8% | +604.7% | -482.8% | +3.4% |
| 5Y | +41.1% | +347.0% | -305.9% | -28.2% |
| 10Y | +168.5% | +390.8% | -222.2% | +8.5% |
| All | +1,078.2% | +11,644.8% | -10,566.6% | +69.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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