+16,011.1%
STX vs KEY
+99.5%
+15,911.6%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.3% | +6.1% | +6.3% |
| 7D | +2.4% | +2.2% | +0.2% | +1.7% |
| 30D | +1.4% | -3.0% | +4.4% | +2.4% |
| 3M | -8.2% | +3.3% | -11.6% | -9.2% |
| 6M | +127.0% | +9.2% | +117.8% | +121.0% |
| YTD | +209.1% | +10.6% | +198.5% | +199.5% |
| 1Y | +365.4% | +20.4% | +345.0% | +338.7% |
| 3Y | +1,135.4% | +121.8% | +1,013.5% | +862.2% |
| 5Y | +991.5% | +41.1% | +950.4% | +833.8% |
| 10Y | +3,695.8% | +168.5% | +3,527.3% | +2,452.2% |
| All | +16,011.1% | +99.5% | +15,911.6% | +8,862.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling