+4,277.4%
MU vs KEY
+109.2%
+4,168.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -0.9% |
| 7D | -15.2% | +0.5% | -15.7% | -15.2% |
| 30D | -29.5% | +6.9% | -36.4% | -31.6% |
| 3M | -15.8% | -5.0% | -10.8% | -13.9% |
| 6M | -2.9% | +0.7% | -3.6% | -3.8% |
| YTD | +154.2% | +6.5% | +147.8% | +144.7% |
| 1Y | +186.6% | +22.6% | +164.0% | +158.1% |
| 3Y | +871.5% | +125.3% | +746.1% | +554.1% |
| 5Y | +911.7% | +13.9% | +897.8% | +790.3% |
| 10Y | +4,277.4% | +105.3% | +4,172.0% | +2,620.5% |
| All | +4,277.4% | +109.2% | +4,168.2% | +2,620.5% |
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 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