+317.7%
SOXL vs KEY
+18.0%
+299.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.5% | +4.7% | +4.6% |
| 7D | +3.9% | -1.5% | +5.4% | +5.8% |
| 30D | -14.3% | -3.7% | -10.6% | -9.8% |
| 3M | -45.6% | -1.3% | -44.4% | -45.1% |
| 6M | +117.2% | +13.3% | +103.9% | +84.9% |
| YTD | +189.8% | +9.0% | +180.9% | +157.3% |
| 1Y | +317.7% | +18.7% | +299.1% | +229.7% |
| All | +317.7% | +18.0% | +299.7% | +229.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling