+7,037.7%
TRV vs KEY
+1,012.1%
+6,025.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.5% |
| 7D | -2.4% | -0.5% | -1.9% | -2.3% |
| 30D | +7.5% | +6.7% | +0.8% | +5.3% |
| 3M | +6.7% | -4.6% | +11.3% | +8.2% |
| 6M | +35.5% | +2.6% | +32.9% | +34.0% |
| YTD | +39.3% | +7.0% | +32.3% | +35.5% |
| 1Y | +41.8% | +23.5% | +18.3% | +31.6% |
| 3Y | +147.3% | +126.4% | +20.9% | +82.7% |
| 5Y | +178.3% | +13.0% | +165.3% | +142.6% |
| 10Y | +348.3% | +99.5% | +248.9% | +204.2% |
| All | +7,037.7% | +1,012.1% | +6,025.6% | +2,255.2% |
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