+126.1%
KEY vs AGI
+158.5%
-32.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.4% | +0.3% | +2.6% |
| 7D | -0.4% | +17.4% | -17.8% | -1.1% |
| 30D | +7.2% | -0.9% | +8.2% | +7.1% |
| 3M | -4.9% | -1.6% | -3.3% | -5.0% |
| 6M | +1.1% | -24.7% | +25.8% | +2.0% |
| YTD | +6.8% | -15.3% | +22.1% | +7.0% |
| 1Y | +23.3% | +5.5% | +17.8% | +22.5% |
| 3Y | +126.1% | +154.5% | -28.4% | +86.0% |
| All | +126.1% | +158.5% | -32.4% | +86.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling