+113.9%
KEY vs FND
-36.7%
+150.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.4% |
| 7D | -1.3% | +7.7% | -9.0% | -3.5% |
| 30D | +5.1% | +11.9% | -6.7% | +1.6% |
| 3M | -7.1% | -14.6% | +7.5% | -3.5% |
| 6M | -4.4% | +0.5% | -4.8% | -6.3% |
| YTD | +4.0% | -15.8% | +19.8% | +6.2% |
| 1Y | +23.4% | -12.9% | +36.3% | +24.1% |
| 3Y | +113.9% | -34.2% | +148.1% | +76.7% |
| All | +113.9% | -36.7% | +150.6% | +76.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling