+40,541.9%
LOW vs KEY
+1,010.6%
+39,531.3%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.7% | +0.7% | +2.5% |
| 7D | +6.4% | -0.4% | +6.8% | +6.6% |
| 30D | +25.6% | +7.2% | +18.4% | +23.0% |
| 3M | +4.6% | -4.9% | +9.5% | +6.1% |
| 6M | +2.5% | +1.1% | +1.5% | +2.1% |
| YTD | -1.6% | +6.8% | -8.4% | -3.8% |
| 1Y | +1.7% | +23.3% | -21.6% | -4.8% |
| 3Y | +29.4% | +126.1% | -96.6% | -1.8% |
| 5Y | +9.6% | +15.2% | -5.6% | -3.0% |
| 10Y | +313.3% | +113.6% | +199.7% | +180.6% |
| All | +40,541.9% | +1,010.6% | +39,531.3% | +9,252.9% |
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