+1,049.8%
MDB vs KEY
+83.8%
+966.0%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.3% | -4.4% | -4.2% |
| 7D | -17.4% | +2.2% | -19.6% | -18.0% |
| 30D | -2.0% | -3.0% | +1.0% | -1.3% |
| 3M | -3.0% | +3.3% | -6.3% | -4.2% |
| 6M | +48.7% | +9.2% | +39.5% | +44.0% |
| YTD | -12.1% | +10.6% | -22.8% | -15.1% |
| 1Y | +14.5% | +20.4% | -5.9% | +7.7% |
| 3Y | -6.1% | +121.8% | -128.0% | -25.7% |
| 5Y | -27.3% | +41.1% | -68.5% | -36.8% |
| All | +1,049.8% | +83.8% | +966.0% | +813.2% |
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