+90.7%
KEY vs VRSN
+6,651.0%
-6,560.3%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.4% |
| 7D | +2.2% | +0.1% | +2.2% | +2.2% |
| 30D | -3.0% | -0.2% | -2.9% | -3.0% |
| 3M | +3.3% | -0.3% | +3.6% | +3.1% |
| 6M | +9.2% | +23.0% | -13.8% | +4.5% |
| YTD | +10.6% | +21.3% | -10.7% | +6.0% |
| 1Y | +20.4% | +6.7% | +13.7% | +18.0% |
| 3Y | +121.8% | +45.0% | +76.9% | +104.5% |
| 5Y | +41.1% | +35.0% | +6.1% | +31.0% |
| 10Y | +168.5% | +276.3% | -107.8% | +109.0% |
| All | +90.7% | +6,651.0% | -6,560.3% | -19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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