+167.0%
KEY vs BEN
+56.5%
+110.5%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.5% | -1.6% |
| 7D | +2.7% | +4.7% | -1.9% | -0.7% |
| 30D | -3.2% | +2.6% | -5.8% | -5.1% |
| 3M | +1.0% | +11.5% | -10.5% | -7.3% |
| 6M | +11.9% | +35.3% | -23.5% | -11.8% |
| YTD | +8.7% | +48.6% | -39.9% | -20.3% |
| 1Y | +18.5% | +46.7% | -28.2% | -12.7% |
| 3Y | +124.0% | +57.0% | +66.9% | +52.5% |
| 5Y | +40.8% | +41.8% | -1.0% | +1.2% |
| 10Y | +167.0% | +55.2% | +111.8% | +58.7% |
| All | +167.0% | +56.5% | +110.5% | +58.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling