+5,286.6%
O vs KEY
+349.8%
+4,936.8%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | +3.5% | +0.5% | +3.0% | +3.4% |
| 30D | +10.4% | +6.9% | +3.6% | +8.3% |
| 3M | -2.4% | -5.0% | +2.6% | -1.1% |
| 6M | -1.2% | +0.7% | -1.9% | -1.6% |
| YTD | +10.4% | +6.5% | +3.9% | +7.8% |
| 1Y | +11.4% | +22.6% | -11.2% | +4.4% |
| 3Y | +40.4% | +125.3% | -84.9% | +6.7% |
| 5Y | +12.1% | +13.9% | -1.8% | -2.1% |
| 10Y | +82.7% | +105.3% | -22.6% | +24.1% |
| All | +5,286.6% | +349.8% | +4,936.8% | +2,340.1% |
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