+18.4%
KEY vs SPXU
-37.3%
+55.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | +0.1% |
| 7D | -0.3% | +1.3% | -1.6% | +0.1% |
| 30D | -3.3% | +5.1% | -8.4% | -1.9% |
| 3M | -0.7% | -9.1% | +8.4% | -2.7% |
| 6M | +12.5% | -29.6% | +42.1% | +2.4% |
| YTD | +8.4% | -27.7% | +36.1% | 0.0% |
| 1Y | +18.4% | -37.0% | +55.4% | +8.0% |
| All | +18.4% | -37.3% | +55.8% | +8.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling