+874.8%
MELI vs KEY
+96.4%
+778.4%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.6% | +0.5% | +0.9% |
| 7D | -1.2% | +2.9% | -4.2% | -2.1% |
| 30D | -18.9% | +8.4% | -27.3% | -20.7% |
| 3M | -18.4% | -5.8% | -12.7% | -17.0% |
| 6M | -4.5% | +5.4% | -10.0% | -6.2% |
| YTD | -26.0% | +7.1% | -33.0% | -27.7% |
| 1Y | -26.6% | +26.8% | -53.4% | -31.9% |
| 3Y | +8.2% | +128.7% | -120.5% | -17.9% |
| 5Y | -6.6% | +13.6% | -20.3% | -15.4% |
| All | +874.8% | +96.4% | +778.4% | +643.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling