+167.0%
KEY vs IBN
+312.4%
-145.4%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.5% | +0.8% | -0.5% |
| 7D | +2.7% | -2.2% | +4.9% | +3.8% |
| 30D | -3.2% | -2.3% | -0.9% | -2.2% |
| 3M | +1.0% | +15.9% | -14.9% | -6.1% |
| 6M | +11.9% | +5.6% | +6.3% | +8.6% |
| YTD | +8.7% | -0.1% | +8.8% | +8.1% |
| 1Y | +18.5% | -6.5% | +25.0% | +21.1% |
| 3Y | +124.0% | +29.3% | +94.6% | +92.5% |
| 5Y | +40.8% | +56.6% | -15.7% | +10.2% |
| 10Y | +167.0% | +314.4% | -147.4% | +43.4% |
| All | +167.0% | +312.4% | -145.4% | +43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded IBN 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling