+33,922.3%
ODFL vs KEY
+594.9%
+33,327.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | 0.0% |
| 7D | -6.3% | +2.2% | -8.5% | -6.8% |
| 30D | -13.6% | -3.0% | -10.6% | -12.9% |
| 3M | -24.2% | +3.3% | -27.5% | -24.9% |
| 6M | -13.8% | +9.2% | -23.0% | -15.7% |
| YTD | +19.0% | +10.6% | +8.4% | +16.0% |
| 1Y | +25.7% | +20.4% | +5.3% | +19.6% |
| 3Y | -13.1% | +121.8% | -135.0% | -30.3% |
| 5Y | +26.7% | +41.1% | -14.5% | +10.6% |
| 10Y | +721.5% | +168.5% | +553.0% | +469.4% |
| All | +33,922.3% | +594.9% | +33,327.5% | +18,313.3% |
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