+2,071.0%
STX vs KEY
+121.9%
+1,949.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +2.7% | +7.1% | +8.8% |
| 7D | -14.8% | -0.4% | -14.4% | -14.5% |
| 30D | -35.4% | +7.2% | -42.6% | -36.8% |
| 3M | -37.7% | -4.9% | -32.8% | -36.5% |
| 6M | -35.2% | +1.1% | -36.3% | -35.7% |
| YTD | +84.4% | +6.8% | +77.6% | +79.3% |
| 1Y | +82.3% | +23.3% | +59.0% | +68.5% |
| 3Y | +646.2% | +126.1% | +520.1% | +447.4% |
| 5Y | +487.4% | +15.2% | +472.2% | +423.6% |
| 10Y | +2,071.0% | +113.6% | +1,957.4% | +1,369.9% |
| All | +2,071.0% | +121.9% | +1,949.1% | +1,369.9% |
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