+94.2%
KEY vs TRU
+183.1%
-88.9%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.5% |
| 7D | +2.9% | 0.0% | +2.9% | +2.9% |
| 30D | +8.4% | +21.3% | -12.9% | -2.3% |
| 3M | -5.8% | +0.2% | -6.0% | -7.2% |
| 6M | +5.4% | +22.4% | -16.9% | -7.8% |
| YTD | +7.1% | -4.8% | +11.9% | +4.6% |
| 1Y | +26.8% | -0.2% | +27.0% | +20.5% |
| 3Y | +128.7% | +57.9% | +70.8% | +57.3% |
| 5Y | +13.6% | -26.1% | +39.8% | +17.2% |
| All | +94.2% | +183.1% | -88.9% | +16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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