+1,019.5%
STX vs KEY
+40.7%
+978.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.3% | +6.1% | +6.2% |
| 7D | +2.4% | +2.2% | +0.2% | +1.5% |
| 30D | +1.4% | -3.0% | +4.4% | +2.6% |
| 3M | -8.2% | +3.3% | -11.6% | -9.4% |
| 6M | +127.0% | +9.2% | +117.8% | +119.5% |
| YTD | +209.1% | +10.6% | +198.5% | +197.1% |
| 1Y | +365.4% | +20.4% | +345.0% | +332.8% |
| 3Y | +1,135.4% | +121.8% | +1,013.5% | +817.3% |
| All | +1,019.5% | +40.7% | +978.8% | +848.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling