+258.4%
BBY vs KEYS
+955.1%
-696.8%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEYS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -7.0% | +11.4% | +7.3% |
| 7D | +5.1% | -3.7% | +8.8% | +6.4% |
| 30D | +9.7% | -12.0% | +21.7% | +14.8% |
| 3M | +22.4% | -10.2% | +32.5% | +25.4% |
| 6M | +55.9% | +12.6% | +43.3% | +42.7% |
| YTD | +45.8% | +55.0% | -9.3% | +12.0% |
| 1Y | +32.0% | +84.7% | -52.7% | -7.4% |
| 3Y | +49.8% | +136.6% | -86.8% | -8.0% |
| 5Y | +7.6% | +76.8% | -69.2% | -26.3% |
| 10Y | +258.4% | +971.7% | -713.3% | +32.7% |
| All | +258.4% | +955.1% | -696.8% | +32.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling