+7.8%
EQT vs KEYS
+98.0%
-90.2%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEYS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.4% | -2.2% | -0.8% |
| 7D | +1.1% | +2.3% | -1.2% | +1.1% |
| 30D | +7.7% | -2.6% | +10.3% | +7.7% |
| 3M | +0.2% | -4.6% | +4.8% | +0.2% |
| 6M | -9.5% | +8.7% | -18.2% | -9.9% |
| YTD | +3.8% | +61.0% | -57.2% | -0.7% |
| 1Y | +7.8% | +96.0% | -88.2% | +2.9% |
| All | +7.8% | +98.0% | -90.2% | +2.9% |
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