+8,410.9%
TER vs KEY
+987.2%
+7,423.7%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.2% | -2.7% | -12.5% | -14.2% |
| 7D | -28.2% | -2.5% | -25.7% | -27.4% |
| 30D | -50.6% | +4.1% | -54.6% | -51.4% |
| 3M | -45.3% | -8.4% | -37.0% | -43.5% |
| 6M | -40.4% | -2.3% | -38.1% | -39.9% |
| YTD | +10.0% | +4.6% | +5.5% | +8.6% |
| 1Y | +13.6% | +24.6% | -10.9% | +4.7% |
| 3Y | +145.2% | +112.8% | +32.4% | +81.7% |
| 5Y | +50.4% | +12.9% | +37.4% | +34.4% |
| 10Y | +882.9% | +126.7% | +756.3% | +508.4% |
| All | +8,410.9% | +987.2% | +7,423.7% | +1,726.0% |
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