+142.9%
KEY vs ETSY
+146.8%
-3.9%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -6.7% | +7.0% | +1.1% |
| 7D | +2.2% | -8.5% | +10.7% | +3.3% |
| 30D | -3.0% | -10.9% | +7.9% | -1.7% |
| 3M | +3.3% | +14.1% | -10.8% | +1.2% |
| 6M | +9.2% | +37.5% | -28.3% | +3.9% |
| YTD | +10.6% | +38.0% | -27.4% | +4.9% |
| 1Y | +20.4% | +46.5% | -26.1% | +12.5% |
| 3Y | +121.8% | +2.5% | +119.3% | +113.0% |
| 5Y | +41.1% | -65.3% | +106.4% | +46.0% |
| 10Y | +168.5% | +451.6% | -283.1% | +98.1% |
| All | +142.9% | +146.8% | -3.9% | +71.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ETSY.
Daily Out/Under-Performance
Portfolio return minus ETSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETSY 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 ETSY 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