+169.3%
KEY vs SIRI
-14.2%
+183.5%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | +0.1% |
| 7D | -0.3% | -3.9% | +3.6% | +1.1% |
| 30D | -3.3% | -0.8% | -2.4% | -3.1% |
| 3M | -0.7% | +4.3% | -5.0% | -2.7% |
| 6M | +12.5% | +34.1% | -21.5% | -0.3% |
| YTD | +8.4% | +47.3% | -38.9% | -7.8% |
| 1Y | +18.4% | +22.9% | -4.5% | +7.4% |
| 3Y | +123.3% | -24.6% | +147.9% | +125.8% |
| 5Y | +38.8% | -43.2% | +82.0% | +44.4% |
| 10Y | +169.3% | -12.3% | +181.6% | +119.8% |
| All | +169.3% | -14.2% | +183.5% | +119.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling