+93.4%
KEY vs AGI
+4,416.0%
-4,322.6%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.8% | +3.2% | +0.6% |
| 7D | -0.5% | 0.0% | -0.5% | -0.5% |
| 30D | +6.7% | -7.6% | +14.3% | +6.9% |
| 3M | -4.6% | -10.2% | +5.6% | -4.4% |
| 6M | +2.6% | -31.5% | +34.1% | +3.7% |
| YTD | +7.0% | -22.0% | +29.0% | +7.4% |
| 1Y | +23.5% | -7.9% | +31.3% | +23.2% |
| 3Y | +126.4% | +137.6% | -11.2% | +117.1% |
| 5Y | +13.0% | +256.7% | -243.7% | +6.2% |
| 10Y | +99.5% | +405.2% | -305.7% | +80.1% |
| All | +93.4% | +4,416.0% | -4,322.6% | +51.6% |
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