+6,298.3%
TGT vs KEY
+1,010.6%
+5,287.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.7% | +2.0% | +4.0% |
| 7D | +4.7% | -0.4% | +5.1% | +4.9% |
| 30D | +8.0% | +7.2% | +0.8% | +6.0% |
| 3M | +11.7% | -4.9% | +16.6% | +13.1% |
| 6M | +34.7% | +1.1% | +33.7% | +34.0% |
| YTD | +74.4% | +6.8% | +67.6% | +70.6% |
| 1Y | +89.2% | +23.3% | +65.9% | +77.9% |
| 3Y | +73.4% | +126.1% | -52.7% | +36.4% |
| 5Y | -24.0% | +15.2% | -39.2% | -31.2% |
| 10Y | +225.5% | +113.6% | +111.9% | +126.9% |
| All | +6,298.3% | +1,010.6% | +5,287.7% | +1,803.9% |
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 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