+71.6%
KEY vs MGY
+176.7%
-105.1%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.0% | -0.1% |
| 7D | +2.9% | +4.5% | -1.6% | +0.9% |
| 30D | +8.4% | -0.4% | +8.9% | +8.0% |
| 3M | -5.8% | -4.3% | -1.4% | -5.1% |
| 6M | +5.4% | -12.9% | +18.3% | +9.3% |
| YTD | +7.1% | +15.2% | -8.1% | -3.5% |
| 1Y | +26.8% | +10.3% | +16.5% | +16.3% |
| 3Y | +128.7% | +23.6% | +105.1% | +95.2% |
| 5Y | +13.6% | +35.7% | -22.1% | -13.6% |
| All | +71.6% | +176.7% | -105.1% | -30.6% |
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