+359.5%
KEY vs TRGP
+2,108.2%
-1,748.6%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +3.4% | -0.7% | +1.5% |
| 7D | -0.4% | -7.2% | +6.8% | +2.1% |
| 30D | +7.2% | -4.2% | +11.4% | +8.4% |
| 3M | -4.9% | +7.0% | -11.9% | -7.9% |
| 6M | +1.1% | +11.2% | -10.2% | -4.0% |
| YTD | +6.8% | +51.1% | -44.3% | -9.6% |
| 1Y | +23.3% | +62.0% | -38.7% | +1.6% |
| 3Y | +126.1% | +248.2% | -122.1% | +40.4% |
| 5Y | +15.2% | +432.4% | -417.2% | -38.9% |
| 10Y | +113.6% | +739.5% | -625.9% | -22.2% |
| All | +359.5% | +2,108.2% | -1,748.6% | -13.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling