+3,772.0%
REGN vs KEY
+792.1%
+2,979.9%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.8% | -0.3% | -1.7% |
| 7D | -1.6% | +2.7% | -4.4% | -2.3% |
| 30D | +3.4% | -3.2% | +6.6% | +4.2% |
| 3M | +32.7% | +1.0% | +31.7% | +32.2% |
| 6M | +6.9% | +11.9% | -4.9% | +3.8% |
| YTD | +5.4% | +8.7% | -3.3% | +2.9% |
| 1Y | +45.8% | +18.5% | +27.4% | +39.0% |
| 3Y | -1.5% | +124.0% | -125.5% | -22.1% |
| 5Y | +22.2% | +40.8% | -18.6% | +3.3% |
| 10Y | +103.6% | +167.0% | -63.4% | +27.2% |
| All | +3,772.0% | +792.1% | +2,979.9% | +1,222.1% |
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