-0.4%
MELI vs KEY
+40.7%
-41.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -2.5% |
| 7D | -6.5% | -0.3% | -6.2% | -6.4% |
| 30D | +2.8% | -3.3% | +6.1% | +3.9% |
| 3M | +14.3% | -0.7% | +15.1% | +14.4% |
| 6M | +6.0% | +12.5% | -6.5% | +1.4% |
| YTD | -6.8% | +8.4% | -15.3% | -10.0% |
| 1Y | -20.9% | +18.4% | -39.4% | -26.1% |
| 3Y | +31.4% | +123.3% | -92.0% | -6.8% |
| 5Y | -0.4% | +38.8% | -39.2% | -7.7% |
| All | -0.4% | +40.7% | -41.1% | -7.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling