+3,752.6%
MRK vs KEY
+1,012.1%
+2,740.5%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.7% |
| 7D | -2.1% | -0.5% | -1.6% | -2.0% |
| 30D | +1.2% | +6.7% | -5.5% | +0.1% |
| 3M | +13.5% | -4.6% | +18.1% | +14.3% |
| 6M | +34.0% | +2.6% | +31.4% | +33.2% |
| YTD | +42.7% | +7.0% | +35.8% | +40.6% |
| 1Y | +66.6% | +23.5% | +43.1% | +60.0% |
| 3Y | +59.1% | +126.4% | -67.3% | +34.7% |
| 5Y | +104.1% | +13.0% | +91.1% | +88.2% |
| 10Y | +227.3% | +99.5% | +127.8% | +153.4% |
| All | +3,752.6% | +1,012.1% | +2,740.5% | +1,470.5% |
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