+135.5%
KEY vs TRGP
+263.5%
-128.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.5% | +0.7% |
| 7D | +2.2% | +0.8% | +1.4% | +1.9% |
| 30D | -3.0% | +11.5% | -14.5% | -7.2% |
| 3M | +3.3% | +9.0% | -5.7% | -0.7% |
| 6M | +9.2% | +20.5% | -11.3% | 0.0% |
| YTD | +10.6% | +59.5% | -48.9% | -11.2% |
| 1Y | +20.4% | +77.9% | -57.5% | -8.8% |
| All | +135.5% | +263.5% | -128.0% | +27.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling