+1,007.5%
KEY vs TECH
+101,542.6%
-100,535.1%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.6% |
| 7D | -1.3% | +0.2% | -1.4% | -1.3% |
| 30D | +5.1% | +0.3% | +4.8% | +5.1% |
| 3M | -7.1% | +1.3% | -8.4% | -7.3% |
| 6M | -4.4% | +54.0% | -58.3% | -12.5% |
| YTD | +4.0% | +24.3% | -20.3% | -1.7% |
| 1Y | +23.4% | +25.8% | -2.4% | +16.3% |
| 3Y | +113.9% | +26.0% | +87.9% | +98.4% |
| 5Y | +12.3% | -40.1% | +52.4% | +17.5% |
| 10Y | +125.5% | +210.6% | -85.1% | +77.8% |
| All | +1,007.5% | +101,542.6% | -100,535.1% | +439.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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