+167.0%
KEY vs TRMB
+114.9%
+52.1%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.6% | -1.1% |
| 7D | +2.7% | -0.3% | +3.0% | +2.9% |
| 30D | -3.2% | -1.2% | -2.0% | -2.9% |
| 3M | +1.0% | +9.6% | -8.6% | -5.7% |
| 6M | +11.9% | -16.1% | +28.0% | +22.2% |
| YTD | +8.7% | -25.0% | +33.7% | +26.4% |
| 1Y | +18.5% | -27.7% | +46.2% | +40.1% |
| 3Y | +124.0% | +15.3% | +108.7% | +93.5% |
| 5Y | +40.8% | -37.4% | +78.2% | +71.7% |
| 10Y | +167.0% | +117.5% | +49.5% | +40.6% |
| All | +167.0% | +114.9% | +52.1% | +40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded TRMB 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling