+966.1%
MELI vs KEY
+171.1%
+795.0%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | -4.3% | -1.8% | -2.5% | -3.8% |
| 30D | -1.7% | -3.3% | +1.6% | -0.9% |
| 3M | +20.0% | -0.2% | +20.2% | +19.9% |
| 6M | +9.4% | +12.1% | -2.7% | +5.6% |
| YTD | -5.4% | +8.4% | -13.8% | -7.9% |
| 1Y | -18.8% | +17.6% | -36.5% | -23.1% |
| 3Y | +33.5% | +123.3% | -89.9% | +2.0% |
| 5Y | +3.2% | +39.5% | -36.3% | -11.2% |
| All | +966.1% | +171.1% | +795.0% | +640.6% |
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