+75.8%
KEY vs FND
+57.9%
+18.0%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.2% | +2.8% | +1.3% |
| 7D | +2.9% | -6.8% | +9.8% | +5.2% |
| 30D | +8.4% | +8.0% | +0.5% | +5.3% |
| 3M | -5.8% | -18.9% | +13.2% | +0.1% |
| 6M | +5.4% | +4.7% | +0.8% | +1.5% |
| YTD | +7.1% | -21.6% | +28.6% | +11.8% |
| 1Y | +26.8% | -22.0% | +48.8% | +32.4% |
| 3Y | +128.7% | -40.4% | +169.1% | +150.7% |
| 5Y | +13.6% | -63.8% | +77.4% | +39.3% |
| All | +75.8% | +57.9% | +18.0% | +21.2% |
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