+78.1%
KEY vs FND
+54.9%
+23.1%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +0.5% |
| 7D | -1.8% | -5.1% | +3.3% | -0.1% |
| 30D | -3.3% | -22.5% | +19.2% | +4.9% |
| 3M | -0.2% | -5.0% | +4.8% | +0.2% |
| 6M | +12.1% | -21.5% | +33.7% | +18.7% |
| YTD | +8.4% | -23.0% | +31.4% | +14.6% |
| 1Y | +17.6% | -44.9% | +62.5% | +38.5% |
| 3Y | +123.3% | -50.0% | +173.3% | +161.0% |
| 5Y | +39.5% | -63.3% | +102.9% | +70.4% |
| All | +78.1% | +54.9% | +23.1% | +24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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