+4,304.6%
KR vs KEY
+1,050.5%
+3,254.1%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.1% | +0.1% |
| 7D | +1.5% | +2.2% | -0.7% | +1.2% |
| 30D | +4.1% | -3.0% | +7.1% | +4.5% |
| 3M | -5.2% | +3.3% | -8.6% | -5.7% |
| 6M | -12.8% | +9.2% | -22.0% | -14.1% |
| YTD | -4.6% | +10.6% | -15.3% | -6.4% |
| 1Y | -11.7% | +20.4% | -32.1% | -14.5% |
| 3Y | +36.3% | +121.8% | -85.6% | +17.6% |
| 5Y | +40.0% | +41.1% | -1.1% | +25.8% |
| 10Y | +122.2% | +168.5% | -46.3% | +67.5% |
| All | +4,304.6% | +1,050.5% | +3,254.1% | +1,437.1% |
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