+18.5%
KEY vs IBN
-6.3%
+24.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.5% | +0.8% | -1.0% |
| 7D | +2.7% | -2.2% | +4.9% | +3.4% |
| 30D | -3.2% | -2.3% | -0.9% | -2.6% |
| 3M | +1.0% | +15.9% | -14.9% | -3.2% |
| 6M | +11.9% | +5.6% | +6.3% | +8.6% |
| YTD | +8.7% | -0.1% | +8.8% | +6.5% |
| 1Y | +18.5% | -6.5% | +25.0% | +13.5% |
| All | +18.5% | -6.3% | +24.8% | +13.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling