+83.9%
KEY vs TRI
+581.4%
-497.5%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.2% |
| 7D | -0.5% | -7.2% | +6.7% | +3.9% |
| 30D | +6.7% | +4.4% | +2.3% | +2.5% |
| 3M | -4.6% | +4.5% | -9.1% | -10.1% |
| 6M | +2.6% | +23.7% | -21.1% | -17.9% |
| YTD | +7.0% | -14.4% | +21.3% | +5.2% |
| 1Y | +23.5% | -17.4% | +40.8% | +24.5% |
| 3Y | +126.4% | -11.0% | +137.4% | +101.7% |
| 5Y | +13.0% | +0.7% | +12.3% | -11.3% |
| 10Y | +99.5% | +224.0% | -124.6% | -43.8% |
| All | +83.9% | +581.4% | -497.5% | -73.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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