+5,222.5%
KR vs KEY
+1,013.2%
+4,209.4%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.6% | +0.8% | +1.3% |
| 7D | +4.6% | +2.9% | +1.7% | +4.1% |
| 30D | +12.2% | +8.4% | +3.8% | +10.9% |
| 3M | +24.6% | -5.8% | +30.3% | +25.6% |
| 6M | +8.2% | +5.4% | +2.7% | +7.2% |
| YTD | +15.3% | +7.1% | +8.2% | +13.6% |
| 1Y | +9.8% | +26.8% | -17.0% | +5.5% |
| 3Y | +71.4% | +128.7% | -57.3% | +47.5% |
| 5Y | +85.1% | +13.6% | +71.4% | +72.1% |
| 10Y | +159.4% | +99.7% | +59.7% | +105.8% |
| All | +5,222.5% | +1,013.2% | +4,209.4% | +1,765.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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