+26.8%
KEY vs RRX
+29.3%
-2.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.3% | +2.9% | +1.0% |
| 7D | +2.9% | +4.3% | -1.4% | +2.2% |
| 30D | +8.4% | +12.3% | -3.9% | +6.0% |
| 3M | -5.8% | +3.7% | -9.4% | -6.6% |
| 6M | +5.4% | -13.9% | +19.4% | +6.5% |
| YTD | +7.1% | +26.5% | -19.4% | -4.1% |
| 1Y | +26.8% | +29.3% | -2.5% | +12.6% |
| All | +26.8% | +29.3% | -2.5% | +12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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