+161.6%
KEY vs AGI
+388.9%
-227.3%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.3% | +3.3% | -0.1% |
| 7D | -1.8% | -5.3% | +3.5% | -1.8% |
| 30D | -3.3% | +6.8% | -10.1% | -3.2% |
| 3M | -0.2% | +8.3% | -8.5% | 0.0% |
| 6M | +12.1% | -29.2% | +41.4% | +11.5% |
| YTD | +8.4% | -7.3% | +15.7% | +8.5% |
| 1Y | +17.6% | +8.0% | +9.6% | +18.3% |
| 3Y | +123.3% | +206.6% | -83.2% | +130.5% |
| 5Y | +39.5% | +398.1% | -358.6% | +47.3% |
| All | +161.6% | +388.9% | -227.3% | +196.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded AGI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling