+15,818.7%
TT vs KEY
+1,050.5%
+14,768.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.5% |
| 7D | -0.2% | +2.2% | -2.4% | -1.0% |
| 30D | -7.4% | -3.0% | -4.4% | -6.4% |
| 3M | -3.2% | +3.3% | -6.5% | -4.3% |
| 6M | +1.1% | +9.2% | -8.1% | -1.9% |
| YTD | +15.6% | +10.6% | +5.0% | +11.5% |
| 1Y | +9.2% | +20.4% | -11.2% | +2.1% |
| 3Y | +124.4% | +121.8% | +2.5% | +65.1% |
| 5Y | +138.0% | +41.1% | +96.9% | +93.0% |
| 10Y | +886.4% | +168.5% | +717.9% | +488.4% |
| All | +15,818.7% | +1,050.5% | +14,768.1% | +3,954.4% |
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