+6,961.6%
TRV vs KEY
+1,010.6%
+5,951.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.7% | -2.7% | -0.8% |
| 7D | -0.9% | -0.4% | -0.5% | -0.8% |
| 30D | +7.2% | +7.2% | 0.0% | +4.8% |
| 3M | +3.2% | -4.9% | +8.1% | +4.7% |
| 6M | +33.6% | +1.1% | +32.5% | +32.8% |
| YTD | +37.8% | +6.8% | +31.0% | +34.1% |
| 1Y | +43.4% | +23.3% | +20.1% | +33.2% |
| 3Y | +146.7% | +126.1% | +20.6% | +82.3% |
| 5Y | +176.1% | +15.2% | +160.9% | +139.2% |
| 10Y | +357.4% | +113.6% | +243.8% | +203.8% |
| All | +6,961.6% | +1,010.6% | +5,951.0% | +2,231.2% |
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