+40,501.7%
LOW vs KEY
+1,006.9%
+39,494.7%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | 0.0% |
| 7D | +8.7% | +0.5% | +8.1% | +8.5% |
| 30D | +25.5% | +6.9% | +18.6% | +23.0% |
| 3M | +6.6% | -5.0% | +11.6% | +8.2% |
| 6M | +2.4% | +0.7% | +1.7% | +2.1% |
| YTD | -1.7% | +6.5% | -8.2% | -3.8% |
| 1Y | +1.7% | +22.6% | -20.9% | -4.7% |
| 3Y | +26.6% | +125.3% | -98.8% | -3.9% |
| 5Y | +10.1% | +13.9% | -3.8% | -2.2% |
| 10Y | +303.3% | +105.3% | +197.9% | +177.0% |
| All | +40,501.7% | +1,006.9% | +39,494.7% | +9,253.0% |
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