+29.6%
KEY vs UUUU
-55.1%
+84.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +1.6% |
| 7D | +1.7% | -14.4% | +16.1% | +2.5% |
| 30D | +6.8% | -33.6% | +40.4% | +9.2% |
| 3M | -5.8% | -44.2% | +38.4% | -3.0% |
| 6M | +1.4% | -66.8% | +68.2% | +7.3% |
| YTD | +7.5% | -50.6% | +58.1% | +10.2% |
| 1Y | +29.6% | -57.8% | +87.4% | +33.7% |
| All | +29.6% | -55.1% | +84.7% | +33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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