+22.6%
KEY vs INDA
-4.2%
+26.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.6% |
| 7D | +0.5% | +6.2% | -5.7% | -2.5% |
| 30D | +6.9% | +12.4% | -5.5% | +0.6% |
| 3M | -5.0% | +3.2% | -8.2% | -6.4% |
| 6M | +0.7% | +3.8% | -3.0% | -1.2% |
| YTD | +6.5% | -4.3% | +10.8% | +7.3% |
| 1Y | +22.6% | -4.5% | +27.1% | +23.4% |
| All | +22.6% | -4.2% | +26.8% | +23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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