+155.2%
KEYS vs VRSN
+44.6%
+110.5%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.3% | +2.7% | +3.8% |
| 7D | +3.5% | +0.2% | +3.3% | +3.5% |
| 30D | -4.5% | +3.8% | -8.2% | -4.9% |
| 3M | -0.4% | +5.0% | -5.4% | -0.9% |
| 6M | +19.1% | +24.9% | -5.7% | +12.4% |
| YTD | +66.7% | +21.6% | +45.1% | +57.7% |
| 1Y | +96.5% | +2.4% | +94.0% | +96.7% |
| 3Y | +155.2% | +47.3% | +107.8% | +109.4% |
| All | +155.2% | +44.6% | +110.5% | +109.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling