+35,479.1%
MCHP vs KEY
+277.4%
+35,201.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.5% | +2.5% | +2.8% |
| 7D | -17.5% | -0.5% | -17.0% | -17.2% |
| 30D | -15.8% | +6.7% | -22.6% | -17.5% |
| 3M | -22.9% | -4.6% | -18.2% | -21.6% |
| 6M | -36.6% | +2.6% | -39.1% | -37.0% |
| YTD | -0.8% | +7.0% | -7.8% | -2.9% |
| 1Y | +16.5% | +23.5% | -6.9% | +9.0% |
| 3Y | -13.6% | +126.4% | -140.0% | -33.1% |
| 5Y | -17.0% | +13.0% | -30.0% | -23.6% |
| 10Y | +137.7% | +99.5% | +38.2% | +75.7% |
| All | +35,479.1% | +277.4% | +35,201.6% | +13,432.3% |
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