+2.2%
KEY vs INFQ
-32.8%
+35.0%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -7.3% | +6.8% | -0.4% |
| 7D | +1.8% | +17.3% | -15.6% | +1.5% |
| 30D | +7.1% | -13.6% | +20.7% | +7.3% |
| 3M | -5.9% | -29.4% | +23.4% | -5.5% |
| 6M | +2.2% | -33.4% | +35.6% | +2.2% |
| All | +2.2% | -32.8% | +35.0% | +2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INFQ.
Daily Out/Under-Performance
Portfolio return minus INFQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFQ 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 6mo: compounded portfolio wealth divided by compounded INFQ 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…
6mo analysis · Full analysis span regression · 6 months rolling