+29.6%
KEY vs SIRI
+59.9%
-30.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +8.4% | -6.9% | +0.1% |
| 7D | +1.7% | +22.3% | -20.6% | -1.7% |
| 30D | +6.8% | +26.9% | -20.2% | +2.6% |
| 3M | -5.8% | +9.6% | -15.4% | -7.6% |
| 6M | +1.4% | +27.2% | -25.7% | -2.9% |
| YTD | +7.5% | +72.4% | -64.9% | -4.1% |
| 1Y | +29.6% | +59.9% | -30.3% | +19.2% |
| All | +29.6% | +59.9% | -30.2% | +19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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