+105.3%
KEY vs TRMB
+96.4%
+8.9%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.5% | -0.4% |
| 7D | +0.5% | -16.6% | +17.1% | +10.1% |
| 30D | +6.9% | -8.9% | +15.7% | +10.8% |
| 3M | -5.0% | -6.3% | +1.3% | -3.7% |
| 6M | +0.7% | -10.0% | +10.7% | +3.5% |
| YTD | +6.5% | -30.1% | +36.6% | +26.5% |
| 1Y | +22.6% | -31.3% | +53.9% | +46.6% |
| 3Y | +125.3% | +30.8% | +94.5% | +77.4% |
| 5Y | +13.9% | -35.9% | +49.8% | +34.1% |
| 10Y | +105.3% | +101.7% | +3.6% | +14.9% |
| All | +105.3% | +96.4% | +8.9% | +14.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling