+6,242.0%
TGT vs KEY
+1,050.5%
+5,191.4%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | +0.2% |
| 7D | +0.8% | +2.2% | -1.4% | +0.2% |
| 30D | +12.2% | -3.0% | +15.2% | +13.0% |
| 3M | +33.8% | +3.3% | +30.5% | +32.4% |
| 6M | +39.3% | +9.2% | +30.1% | +35.6% |
| YTD | +72.9% | +10.6% | +62.2% | +67.5% |
| 1Y | +84.6% | +20.4% | +64.2% | +74.5% |
| 3Y | +46.2% | +121.8% | -75.6% | +15.3% |
| 5Y | -21.3% | +41.1% | -62.5% | -32.7% |
| 10Y | +213.5% | +168.5% | +45.0% | +104.9% |
| All | +6,242.0% | +1,050.5% | +5,191.4% | +1,769.1% |
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