+68,550.7%
MU vs KEY
+987.2%
+67,563.4%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -2.7% | -14.7% | -16.3% |
| 7D | -29.7% | -2.5% | -27.3% | -28.9% |
| 30D | -37.2% | +4.1% | -41.3% | -38.3% |
| 3M | -26.5% | -8.4% | -18.1% | -23.9% |
| 6M | +2.6% | -2.3% | +4.8% | +2.9% |
| YTD | +130.1% | +4.6% | +125.6% | +124.0% |
| 1Y | +176.7% | +24.6% | +152.1% | +149.8% |
| 3Y | +813.1% | +112.8% | +700.3% | +549.4% |
| 5Y | +822.0% | +12.9% | +809.0% | +706.4% |
| 10Y | +3,936.2% | +126.7% | +3,809.5% | +2,324.7% |
| All | +68,550.7% | +987.2% | +67,563.4% | +13,756.4% |
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