+13.0%
KEY vs MGY
+36.1%
-23.1%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.1% | -1.0% |
| 7D | +1.8% | +3.5% | -1.8% | +0.5% |
| 30D | +7.1% | -3.0% | +10.1% | +7.8% |
| 3M | -5.9% | -7.6% | +1.7% | -4.2% |
| 6M | +2.2% | -14.4% | +16.5% | +6.1% |
| YTD | +6.4% | +13.4% | -7.0% | -2.6% |
| 1Y | +24.8% | +9.2% | +15.6% | +15.9% |
| 3Y | +125.2% | +22.6% | +102.7% | +97.5% |
| 5Y | +13.0% | +33.6% | -20.7% | -6.3% |
| All | +13.0% | +36.1% | -23.1% | -6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 MGY 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