+124.0%
KEY vs AU
+624.5%
-500.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.6% | -1.7% |
| 7D | +2.7% | -0.3% | +3.0% | +2.7% |
| 30D | -3.2% | +12.8% | -16.0% | -4.0% |
| 3M | +1.0% | +28.5% | -27.5% | -0.8% |
| 6M | +11.9% | +4.8% | +7.0% | +11.0% |
| YTD | +8.7% | +31.0% | -22.2% | +6.2% |
| 1Y | +18.5% | +81.4% | -63.0% | +13.1% |
| 3Y | +124.0% | +618.4% | -494.5% | +62.9% |
| All | +124.0% | +624.5% | -500.5% | +62.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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