+1,315.7%
MU vs KEY
+40.7%
+1,275.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.3% | +5.8% | +6.0% |
| 7D | +9.0% | +2.2% | +6.8% | +7.9% |
| 30D | +13.8% | -3.0% | +16.8% | +15.3% |
| 3M | +2.1% | +3.3% | -1.3% | +0.5% |
| 6M | +153.8% | +9.2% | +144.6% | +143.2% |
| YTD | +256.4% | +10.6% | +245.7% | +238.7% |
| 1Y | +719.8% | +20.4% | +699.4% | +648.8% |
| 3Y | +1,360.4% | +121.8% | +1,238.5% | +940.8% |
| All | +1,315.7% | +40.7% | +1,275.0% | +1,214.6% |
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 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