+2,518.5%
VIAV vs KEY
+387.0%
+2,131.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.6% | -6.2% | -5.8% |
| 7D | +7.9% | +2.9% | +5.0% | +6.8% |
| 30D | -20.3% | +8.4% | -28.7% | -22.8% |
| 3M | -28.5% | -5.8% | -22.8% | -27.0% |
| 6M | -42.7% | +5.4% | -48.2% | -44.0% |
| YTD | +72.4% | +7.1% | +65.3% | +68.0% |
| 1Y | +81.5% | +26.8% | +54.6% | +65.4% |
| 3Y | +293.8% | +128.7% | +165.2% | +178.6% |
| 5Y | +101.4% | +13.6% | +87.8% | +73.9% |
| 10Y | +293.8% | +99.7% | +194.2% | +141.6% |
| All | +2,518.5% | +387.0% | +2,131.5% | +614.5% |
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