+17.6%
TEM vs KEY
+22.7%
-5.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +2.7% | +8.3% | +9.5% |
| 7D | +7.6% | -0.4% | +8.0% | +7.9% |
| 30D | +19.0% | +7.2% | +11.8% | +15.3% |
| 3M | +62.2% | -4.9% | +67.1% | +64.8% |
| 6M | +69.4% | +1.1% | +68.3% | +64.9% |
| YTD | +43.0% | +6.8% | +36.2% | +31.5% |
| All | +17.6% | +22.7% | -5.0% | -3.9% |
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 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