+29.6%
KEY vs ACWI
+14.9%
+14.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.2% | +0.4% |
| 7D | +1.7% | -0.5% | +2.1% | +2.0% |
| 30D | +6.8% | -1.6% | +8.4% | +8.0% |
| 3M | -5.8% | -1.3% | -4.5% | -5.0% |
| 6M | +1.4% | +5.8% | -4.4% | -3.1% |
| YTD | +7.5% | +12.7% | -5.2% | -1.8% |
| 1Y | +29.6% | +15.0% | +14.6% | +16.7% |
| All | +29.6% | +14.9% | +14.7% | +16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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