+84.4%
TGT vs KEY
+25.9%
+58.4%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.1% |
| 7D | +2.6% | +2.9% | -0.3% | +1.7% |
| 30D | +4.7% | +8.4% | -3.8% | +2.5% |
| 3M | +4.6% | -5.8% | +10.3% | +6.0% |
| 6M | +34.9% | +5.4% | +29.4% | +31.6% |
| YTD | +70.9% | +7.1% | +63.9% | +65.2% |
| 1Y | +84.4% | +26.8% | +57.6% | +58.2% |
| All | +84.4% | +25.9% | +58.4% | +58.2% |
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