+143.8%
KEY vs ACI
+33.9%
+109.9%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.8% | -0.6% |
| 7D | +1.8% | -0.5% | +2.2% | +1.8% |
| 30D | +7.1% | +4.9% | +2.2% | +6.6% |
| 3M | -5.9% | +11.1% | -17.0% | -6.9% |
| 6M | +2.2% | -14.9% | +17.1% | +3.3% |
| YTD | +6.4% | -19.6% | +26.0% | +7.8% |
| 1Y | +24.8% | -22.7% | +47.5% | +26.9% |
| 3Y | +125.2% | -31.2% | +156.5% | +130.7% |
| 5Y | +13.0% | -42.3% | +55.3% | +15.6% |
| All | +143.8% | +33.9% | +109.9% | +169.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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