+29.6%
KEY vs ITOT
+14.7%
+14.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.5% | 0.0% | +0.3% |
| 7D | +1.7% | -0.7% | +2.3% | +2.2% |
| 30D | +6.8% | -1.1% | +7.9% | +7.7% |
| 3M | -5.8% | -0.8% | -5.0% | -5.3% |
| 6M | +1.4% | +7.0% | -5.5% | -4.5% |
| YTD | +7.5% | +13.3% | -5.8% | -3.8% |
| 1Y | +29.6% | +14.8% | +14.8% | +14.9% |
| All | +29.6% | +14.7% | +14.9% | +14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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