+105.3%
KEY vs SPXU
-99.5%
+204.8%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.5% | +0.2% |
| 7D | +0.5% | +0.5% | 0.0% | +1.3% |
| 30D | +6.9% | +10.9% | -4.0% | +12.8% |
| 3M | -5.0% | +9.6% | -14.6% | +0.1% |
| 6M | +0.7% | -4.7% | +5.4% | +0.4% |
| YTD | +6.5% | -24.6% | +31.1% | -3.1% |
| 1Y | +22.6% | -24.7% | +47.3% | +11.9% |
| 3Y | +125.3% | -80.0% | +205.4% | +27.8% |
| 5Y | +13.9% | -83.5% | +97.4% | -25.8% |
| 10Y | +105.3% | -99.5% | +204.8% | -56.3% |
| All | +105.3% | -99.5% | +204.8% | -56.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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