+8,524.1%
SHOP vs KEY
+123.2%
+8,401.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.3% | -3.3% | -3.5% |
| 7D | +2.8% | +0.5% | +2.3% | +2.7% |
| 30D | -14.2% | +6.9% | -21.0% | -16.0% |
| 3M | -5.5% | -5.0% | -0.5% | -3.8% |
| 6M | +32.8% | +0.7% | +32.1% | +32.3% |
| YTD | -8.9% | +6.5% | -15.4% | -11.1% |
| 1Y | -7.7% | +22.6% | -30.3% | -14.1% |
| 3Y | +139.0% | +125.3% | +13.7% | +85.6% |
| 5Y | -0.5% | +13.9% | -14.4% | -9.2% |
| 10Y | +3,557.0% | +105.3% | +3,451.7% | +2,542.3% |
| All | +8,524.1% | +123.2% | +8,401.0% | +5,666.0% |
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