+18.5%
KEY vs TRMB
-27.5%
+45.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.6% | -1.5% |
| 7D | +2.7% | -0.3% | +3.0% | +2.8% |
| 30D | -3.2% | -1.2% | -2.0% | -3.0% |
| 3M | +1.0% | +9.6% | -8.6% | -1.5% |
| 6M | +11.9% | -16.1% | +28.0% | +17.0% |
| YTD | +8.7% | -25.0% | +33.7% | +17.5% |
| 1Y | +18.5% | -27.7% | +46.2% | +27.4% |
| All | +18.5% | -27.5% | +45.9% | +27.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling