+54,688.5%
ORLY vs KEY
+353.0%
+54,335.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.5% |
| 7D | -0.7% | +2.2% | -2.9% | -1.1% |
| 30D | -5.9% | -3.0% | -2.9% | -5.4% |
| 3M | -0.6% | +3.3% | -3.9% | -1.3% |
| 6M | -6.8% | +9.2% | -16.0% | -8.5% |
| YTD | -3.6% | +10.6% | -14.3% | -5.9% |
| 1Y | -16.3% | +20.4% | -36.7% | -19.8% |
| 3Y | +39.1% | +121.8% | -82.7% | +15.2% |
| 5Y | +125.4% | +41.1% | +84.3% | +96.9% |
| 10Y | +366.5% | +168.5% | +198.0% | +237.4% |
| All | +54,688.5% | +353.0% | +54,335.5% | +31,805.8% |
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 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