+475.2%
TEAM vs KEY
+167.0%
+308.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.8% | -5.2% | -6.6% |
| 7D | -5.7% | +2.7% | -8.4% | -6.2% |
| 30D | +18.3% | -3.2% | +21.6% | +19.1% |
| 3M | +80.2% | +1.0% | +79.3% | +79.6% |
| 6M | +111.0% | +11.9% | +99.1% | +104.8% |
| YTD | +8.8% | +8.7% | +0.1% | +6.2% |
| 1Y | +2.2% | +18.5% | -16.3% | -2.3% |
| 3Y | -14.6% | +124.0% | -138.6% | -28.3% |
| 5Y | -53.8% | +40.8% | -94.6% | -58.3% |
| 10Y | +475.2% | +167.0% | +308.2% | +323.8% |
| All | +475.2% | +167.0% | +308.2% | +323.8% |
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 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