+40.8%
KEY vs QID
-80.7%
+121.5%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.0% | -1.7% |
| 7D | +2.7% | -2.7% | +5.5% | +1.8% |
| 30D | -3.2% | +1.8% | -5.0% | -2.5% |
| 3M | +1.0% | -2.2% | +3.1% | +1.0% |
| 6M | +11.9% | -32.1% | +44.0% | -1.5% |
| YTD | +8.7% | -28.6% | +37.3% | -2.1% |
| 1Y | +18.5% | -36.3% | +54.8% | +2.9% |
| 3Y | +124.0% | -74.4% | +198.4% | +52.1% |
| 5Y | +40.8% | -80.8% | +121.6% | -5.4% |
| All | +40.8% | -80.7% | +121.5% | -5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 5y: compounded portfolio wealth divided by compounded QID 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…
5y analysis · Full analysis span regression · 6 months rolling