+51.2%
NXPI vs KEY
+127.6%
-76.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.4% | -1.2% |
| 7D | +6.8% | +2.9% | +3.8% | +5.1% |
| 30D | +20.0% | +8.4% | +11.6% | +14.9% |
| 3M | +14.8% | -5.8% | +20.6% | +18.7% |
| 6M | -10.5% | +5.4% | -15.9% | -13.3% |
| YTD | +23.7% | +7.1% | +16.7% | +17.9% |
| 1Y | +34.1% | +26.8% | +7.3% | +15.6% |
| 3Y | +51.2% | +128.7% | -77.5% | +1.8% |
| All | +51.2% | +127.6% | -76.4% | +1.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling