+128.7%
KEY vs ACI
-31.5%
+160.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.4% | +0.7% |
| 7D | +2.9% | +2.3% | +0.7% | +2.7% |
| 30D | +8.4% | +1.2% | +7.2% | +8.3% |
| 3M | -5.8% | +6.8% | -12.6% | -6.3% |
| 6M | +5.4% | -18.7% | +24.2% | +6.8% |
| YTD | +7.1% | -20.2% | +27.3% | +8.0% |
| 1Y | +26.8% | -23.7% | +50.5% | +28.7% |
| 3Y | +128.7% | -31.6% | +160.3% | +137.7% |
| All | +128.7% | -31.5% | +160.2% | +137.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling