+94.2%
KEY vs MDY
+165.3%
-71.1%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.8% |
| 7D | +2.9% | +2.3% | +0.7% | -0.3% |
| 30D | +8.4% | +2.0% | +6.4% | +5.3% |
| 3M | -5.8% | -5.6% | -0.1% | +1.9% |
| 6M | +5.4% | +1.3% | +4.2% | +3.0% |
| YTD | +7.1% | +12.3% | -5.3% | -9.9% |
| 1Y | +26.8% | +15.8% | +11.0% | +2.2% |
| 3Y | +128.7% | +56.5% | +72.2% | +21.5% |
| 5Y | +13.6% | +35.1% | -21.5% | -23.9% |
| All | +94.2% | +165.3% | -71.1% | -44.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 10y: compounded portfolio wealth divided by compounded MDY 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…
10y analysis · Full analysis span regression · 6 months rolling