+94.2%
KEY vs MSI
+664.3%
-570.1%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.5% | +0.5% |
| 7D | +2.9% | +3.2% | -0.3% | +1.1% |
| 30D | +8.4% | +17.6% | -9.2% | -1.0% |
| 3M | -5.8% | +14.5% | -20.3% | -12.9% |
| 6M | +5.4% | +34.3% | -28.8% | -11.6% |
| YTD | +7.1% | +39.7% | -32.7% | -13.9% |
| 1Y | +26.8% | +40.2% | -13.4% | +1.6% |
| 3Y | +128.7% | +77.1% | +51.5% | +52.2% |
| 5Y | +13.6% | +124.0% | -110.4% | -37.0% |
| All | +94.2% | +664.3% | -570.1% | -41.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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