+42,373.8%
MCHP vs KEY
+290.5%
+42,083.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.3% | +1.2% | +1.4% |
| 7D | +1.7% | +2.2% | -0.5% | +1.0% |
| 30D | -4.1% | -3.0% | -1.1% | -3.1% |
| 3M | -22.5% | +3.3% | -25.9% | -23.3% |
| 6M | +7.3% | +9.2% | -1.9% | +4.4% |
| YTD | +18.4% | +10.6% | +7.7% | +14.6% |
| 1Y | +18.1% | +20.4% | -2.3% | +11.2% |
| 3Y | -2.8% | +121.8% | -124.6% | -24.7% |
| 5Y | +5.5% | +41.1% | -35.6% | -9.5% |
| 10Y | +185.8% | +168.5% | +17.3% | +93.9% |
| All | +42,373.8% | +290.5% | +42,083.3% | +15,858.2% |
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