+79.3%
ADI vs KEYS
+55.9%
+23.4%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEYS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -6.3% | +3.1% | 0.0% |
| 7D | -5.1% | -14.8% | +9.7% | +2.9% |
| 30D | -3.1% | -25.6% | +22.5% | +12.5% |
| 3M | +7.1% | -16.2% | +23.4% | +16.7% |
| 6M | +2.9% | -18.6% | +21.6% | +13.8% |
| YTD | +51.1% | +40.7% | +10.4% | +34.3% |
| 1Y | +79.3% | +59.6% | +19.7% | +46.5% |
| All | +79.3% | +55.9% | +23.4% | +46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KEYS.
Daily Out/Under-Performance
Portfolio return minus KEYS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEYS 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 1y: compounded portfolio wealth divided by compounded KEYS 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…
1y analysis · Full analysis span regression · 6 months rolling