+1,967.8%
STX vs KEY
+109.2%
+1,858.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.8% |
| 7D | -17.3% | +0.5% | -17.8% | -17.3% |
| 30D | -35.9% | +6.9% | -42.8% | -37.3% |
| 3M | -37.3% | -5.0% | -32.3% | -36.2% |
| 6M | -35.8% | +0.7% | -36.5% | -36.2% |
| YTD | +82.7% | +6.5% | +76.3% | +77.9% |
| 1Y | +71.6% | +22.6% | +49.0% | +59.0% |
| 3Y | +635.3% | +125.3% | +509.9% | +440.3% |
| 5Y | +483.8% | +13.9% | +469.9% | +422.5% |
| 10Y | +1,967.8% | +105.3% | +1,862.4% | +1,357.4% |
| All | +1,967.8% | +109.2% | +1,858.6% | +1,357.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling