+77.3%
KEY vs MGY
+199.8%
-122.4%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | +0.9% |
| 7D | +2.2% | +2.1% | +0.1% | +1.2% |
| 30D | -3.0% | +13.8% | -16.8% | -8.7% |
| 3M | +3.3% | -4.3% | +7.6% | +4.0% |
| 6M | +9.2% | -5.1% | +14.3% | +9.0% |
| YTD | +10.6% | +24.8% | -14.1% | -2.8% |
| 1Y | +20.4% | +11.8% | +8.6% | +10.6% |
| 3Y | +121.8% | +23.5% | +98.3% | +90.7% |
| 5Y | +41.1% | +87.5% | -46.4% | -7.6% |
| All | +77.3% | +199.8% | -122.4% | -30.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling