+22.6%
KEY vs FND
-13.4%
+36.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.5% | +3.2% | +0.3% |
| 7D | +0.5% | +6.8% | -6.3% | -0.7% |
| 30D | +6.9% | +13.1% | -6.2% | +4.5% |
| 3M | -5.0% | -13.1% | +8.1% | -3.3% |
| 6M | +0.7% | -0.6% | +1.3% | -0.1% |
| YTD | +6.5% | -15.5% | +22.0% | +6.8% |
| 1Y | +22.6% | -13.7% | +36.3% | +22.2% |
| All | +22.6% | -13.4% | +36.0% | +22.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling