+80.3%
TGT vs KEY
+18.3%
+62.0%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.3% | -2.9% | -3.1% |
| 7D | -3.6% | -0.3% | -3.3% | -3.5% |
| 30D | +4.4% | -3.3% | +7.7% | +5.4% |
| 3M | +25.4% | -0.7% | +26.1% | +25.2% |
| 6M | +33.4% | +12.5% | +20.8% | +27.6% |
| YTD | +65.6% | +8.4% | +57.2% | +59.9% |
| 1Y | +80.3% | +18.4% | +61.8% | +63.9% |
| All | +80.3% | +18.3% | +62.0% | +63.9% |
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