+94.2%
KEY vs SPXU
-99.5%
+193.7%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.2% | -0.6% | +1.2% |
| 7D | +2.9% | -7.6% | +10.5% | -0.5% |
| 30D | +8.4% | +5.3% | +3.1% | +11.8% |
| 3M | -5.8% | +9.6% | -15.4% | -0.7% |
| 6M | +5.4% | -4.5% | +10.0% | +5.2% |
| YTD | +7.1% | -25.9% | +32.9% | -3.3% |
| 1Y | +26.8% | -28.9% | +55.7% | +12.7% |
| 3Y | +128.7% | -80.5% | +209.2% | +28.5% |
| 5Y | +13.6% | -83.4% | +97.0% | -25.7% |
| All | +94.2% | -99.5% | +193.7% | -60.6% |
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