+802.8%
TEAM vs KEY
+165.1%
+637.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.3% | -2.9% | -2.7% |
| 7D | -0.4% | +2.2% | -2.6% | -0.9% |
| 30D | +67.3% | -3.0% | +70.3% | +68.4% |
| 3M | +86.8% | +3.3% | +83.4% | +85.0% |
| 6M | +146.8% | +9.2% | +137.6% | +140.4% |
| YTD | +16.9% | +10.6% | +6.3% | +13.4% |
| 1Y | +12.8% | +20.4% | -7.6% | +7.2% |
| 3Y | -7.3% | +121.8% | -129.1% | -23.2% |
| 5Y | -50.7% | +41.1% | -91.8% | -56.0% |
| 10Y | +529.8% | +168.5% | +361.3% | +309.6% |
| All | +802.8% | +165.1% | +637.6% | +523.4% |
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