+170.0%
KEY vs TRGP
+836.3%
-666.2%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.5% | -3.2% | -2.4% |
| 7D | +2.7% | -0.6% | +3.3% | +3.0% |
| 30D | -3.2% | +14.6% | -17.8% | -9.0% |
| 3M | +1.0% | +11.9% | -11.0% | -4.6% |
| 6M | +11.9% | +25.3% | -13.4% | 0.0% |
| YTD | +8.7% | +61.9% | -53.2% | -13.3% |
| 1Y | +18.5% | +87.3% | -68.8% | -11.7% |
| 3Y | +124.0% | +268.0% | -144.0% | +22.7% |
| 5Y | +40.8% | +638.2% | -597.4% | -43.4% |
| All | +170.0% | +836.3% | -666.2% | -24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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