+93.1%
KEY vs AGI
+4,805.9%
-4,712.7%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.4% | +0.3% | +2.6% |
| 7D | -0.4% | +17.4% | -17.8% | -1.0% |
| 30D | +7.2% | -0.9% | +8.2% | +7.2% |
| 3M | -4.9% | -1.6% | -3.3% | -5.0% |
| 6M | +1.1% | -24.7% | +25.8% | +1.8% |
| YTD | +6.8% | -15.3% | +22.1% | +6.9% |
| 1Y | +23.3% | +5.5% | +17.8% | +22.4% |
| 3Y | +126.1% | +154.5% | -28.4% | +116.3% |
| 5Y | +15.2% | +310.6% | -295.4% | +7.8% |
| 10Y | +113.6% | +362.7% | -249.1% | +94.0% |
| All | +93.1% | +4,805.9% | -4,712.7% | +51.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling