+139.8%
TRV vs KEY
+130.9%
+8.9%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.8% | +0.8% | -0.7% |
| 7D | +0.5% | +2.7% | -2.3% | 0.0% |
| 30D | -4.9% | -3.2% | -1.6% | -4.3% |
| 3M | +23.7% | +1.0% | +22.8% | +23.3% |
| 6M | +20.3% | +11.9% | +8.4% | +17.7% |
| YTD | +27.1% | +8.7% | +18.3% | +24.8% |
| 1Y | +35.3% | +18.5% | +16.9% | +30.7% |
| 3Y | +139.8% | +124.0% | +15.9% | +114.8% |
| All | +139.8% | +130.9% | +8.9% | +114.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling