+645.6%
KEY vs SPXU
-100.0%
+745.6%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | +0.9% |
| 7D | +2.2% | -0.1% | +2.3% | +2.2% |
| 30D | -3.0% | +0.8% | -3.8% | -2.5% |
| 3M | +3.3% | -4.7% | +8.0% | +1.9% |
| 6M | +9.2% | -29.6% | +38.8% | -5.7% |
| YTD | +10.6% | -29.9% | +40.5% | -4.0% |
| 1Y | +20.4% | -39.1% | +59.5% | -1.3% |
| 3Y | +121.8% | -80.0% | +201.9% | +24.1% |
| 5Y | +41.1% | -86.0% | +127.2% | -17.0% |
| 10Y | +168.5% | -99.5% | +268.1% | -47.5% |
| All | +645.6% | -100.0% | +745.6% | -68.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling