+3,309.9%
V vs KEY
+66.6%
+3,243.2%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.7% | -0.5% | -2.5% |
| 7D | +2.9% | -2.5% | +5.4% | +3.6% |
| 30D | +14.0% | +4.1% | +9.9% | +12.9% |
| 3M | +14.9% | -8.4% | +23.2% | +17.4% |
| 6M | +31.7% | -2.3% | +34.0% | +32.3% |
| YTD | +21.2% | +4.6% | +16.7% | +19.4% |
| 1Y | +25.3% | +24.6% | +0.7% | +18.0% |
| 3Y | +77.5% | +112.8% | -35.3% | +42.8% |
| 5Y | +102.6% | +12.9% | +89.6% | +83.6% |
| 10Y | +464.3% | +126.7% | +337.7% | +301.2% |
| All | +3,309.9% | +66.6% | +3,243.2% | +1,816.7% |
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