+4,271.9%
MU vs KEY
+121.9%
+4,150.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.7% | +3.6% | +5.0% |
| 7D | -12.0% | -0.4% | -11.7% | -11.7% |
| 30D | -28.7% | +7.2% | -36.0% | -31.0% |
| 3M | -16.4% | -4.9% | -11.5% | -14.6% |
| 6M | -1.8% | +1.1% | -2.9% | -2.9% |
| YTD | +157.1% | +6.8% | +150.3% | +147.0% |
| 1Y | +208.5% | +23.3% | +185.2% | +177.2% |
| 3Y | +906.2% | +126.1% | +780.1% | +576.9% |
| 5Y | +893.4% | +15.2% | +878.2% | +769.5% |
| 10Y | +4,271.9% | +113.6% | +4,158.3% | +2,679.8% |
| All | +4,271.9% | +121.9% | +4,150.0% | +2,679.8% |
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