+57,369.0%
ORLY vs KEY
+338.3%
+57,030.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.1% | +0.6% |
| 7D | +2.6% | +2.9% | -0.4% | +2.0% |
| 30D | +6.3% | +8.4% | -2.1% | +4.7% |
| 3M | -0.4% | -5.8% | +5.3% | +0.6% |
| 6M | +2.8% | +5.4% | -2.7% | +1.5% |
| YTD | +1.1% | +7.1% | -6.0% | -0.7% |
| 1Y | -6.3% | +26.8% | -33.1% | -11.0% |
| 3Y | +38.9% | +128.7% | -89.8% | +14.6% |
| 5Y | +113.1% | +13.6% | +99.4% | +94.7% |
| 10Y | +426.2% | +99.7% | +326.5% | +303.5% |
| All | +57,369.0% | +338.3% | +57,030.7% | +33,565.8% |
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