+94.2%
KEY vs SONY
+373.2%
-279.0%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.5% | -0.9% | 0.0% |
| 7D | +2.9% | +0.3% | +2.7% | +2.8% |
| 30D | +8.4% | +11.1% | -2.7% | +3.5% |
| 3M | -5.8% | +14.7% | -20.4% | -11.3% |
| 6M | +5.4% | +18.8% | -13.3% | -3.0% |
| YTD | +7.1% | +5.7% | +1.3% | +2.9% |
| 1Y | +26.8% | -8.1% | +34.9% | +29.5% |
| 3Y | +128.7% | +64.0% | +64.7% | +73.6% |
| 5Y | +13.6% | +12.6% | +1.0% | +0.5% |
| All | +94.2% | +373.2% | -279.0% | +1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 10y: compounded portfolio wealth divided by compounded SONY 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…
10y analysis · Full analysis span regression · 6 months rolling