+6,477.2%
TRV vs KEY
+1,050.5%
+5,426.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.3% | -1.6% | -1.4% |
| 7D | -0.1% | +2.2% | -2.4% | -0.8% |
| 30D | -3.4% | -3.0% | -0.4% | -2.5% |
| 3M | +26.4% | +3.3% | +23.1% | +24.8% |
| 6M | +19.3% | +9.2% | +10.1% | +15.6% |
| YTD | +28.3% | +10.6% | +17.7% | +23.6% |
| 1Y | +34.3% | +20.4% | +13.9% | +25.6% |
| 3Y | +140.1% | +121.8% | +18.3% | +77.7% |
| 5Y | +155.7% | +41.1% | +114.6% | +107.2% |
| 10Y | +285.5% | +168.5% | +117.0% | +137.8% |
| All | +6,477.2% | +1,050.5% | +5,426.7% | +2,048.4% |
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