+1,078.2%
KEY vs SONY
+543.6%
+534.6%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.6% | +1.9% | +0.8% |
| 7D | +2.2% | -1.2% | +3.4% | +2.6% |
| 30D | -3.0% | +9.4% | -12.5% | -6.2% |
| 3M | +3.3% | +10.5% | -7.1% | -0.9% |
| 6M | +9.2% | +11.7% | -2.5% | +3.8% |
| YTD | +10.6% | -4.1% | +14.7% | +10.8% |
| 1Y | +20.4% | -11.8% | +32.2% | +23.8% |
| 3Y | +121.8% | +45.9% | +76.0% | +86.6% |
| 5Y | +41.1% | +16.3% | +24.8% | +27.0% |
| 10Y | +168.5% | +297.6% | -129.1% | +53.5% |
| All | +1,078.2% | +543.6% | +534.6% | +384.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling