+99.5%
KEY vs EMB
+35.7%
+63.8%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.3% |
| 7D | -0.5% | -0.4% | -0.1% | +0.2% |
| 30D | +6.7% | +1.1% | +5.6% | +4.9% |
| 3M | -4.6% | -2.0% | -2.6% | -1.5% |
| 6M | +2.6% | -1.9% | +4.5% | +5.8% |
| YTD | +7.0% | -0.5% | +7.5% | +7.8% |
| 1Y | +23.5% | +0.1% | +23.4% | +23.3% |
| 3Y | +126.4% | +29.7% | +96.7% | +50.8% |
| 5Y | +13.0% | +8.1% | +4.9% | +3.8% |
| 10Y | +99.5% | +36.3% | +63.2% | +70.0% |
| All | +99.5% | +35.7% | +63.8% | +70.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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