+75.2%
STX vs KEY
+22.4%
+52.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.8% |
| 7D | -17.3% | +0.5% | -17.8% | -17.2% |
| 30D | -35.9% | +6.9% | -42.8% | -37.1% |
| 3M | -37.3% | -5.0% | -32.3% | -35.8% |
| 6M | -35.8% | +0.7% | -36.5% | -36.4% |
| YTD | +82.7% | +6.5% | +76.3% | +69.5% |
| All | +75.2% | +22.4% | +52.8% | +49.8% |
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