+6,219.0%
TGT vs KEY
+1,012.1%
+5,206.9%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.4% |
| 7D | +0.5% | -0.5% | +1.0% | +0.6% |
| 30D | +6.7% | +6.7% | -0.1% | +4.8% |
| 3M | +8.4% | -4.6% | +13.0% | +9.7% |
| 6M | +40.7% | +2.6% | +38.1% | +39.4% |
| YTD | +72.2% | +7.0% | +65.3% | +68.4% |
| 1Y | +86.2% | +23.5% | +62.7% | +75.0% |
| 3Y | +68.8% | +126.4% | -57.6% | +32.8% |
| 5Y | -25.2% | +13.0% | -38.2% | -31.9% |
| 10Y | +210.0% | +99.5% | +110.5% | +120.3% |
| All | +6,219.0% | +1,012.1% | +5,206.9% | +1,779.7% |
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