+9,321.7%
UNP vs KEY
+1,050.5%
+8,271.2%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.1% |
| 7D | -5.3% | +2.2% | -7.6% | -5.9% |
| 30D | -1.5% | -3.0% | +1.5% | -0.8% |
| 3M | +10.3% | +3.3% | +6.9% | +9.1% |
| 6M | +9.7% | +9.2% | +0.5% | +6.8% |
| YTD | +27.1% | +10.6% | +16.4% | +23.2% |
| 1Y | +32.6% | +20.4% | +12.2% | +25.2% |
| 3Y | +40.0% | +121.8% | -81.9% | +9.0% |
| 5Y | +50.8% | +41.1% | +9.7% | +27.5% |
| 10Y | +278.6% | +168.5% | +110.1% | +154.6% |
| All | +9,321.7% | +1,050.5% | +8,271.2% | +3,378.1% |
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