+162.9%
KEY vs UUUU
+465.5%
-302.6%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.0% | +5.5% | +1.1% |
| 7D | -1.5% | -10.5% | +9.0% | -0.2% |
| 30D | -3.7% | -10.5% | +6.8% | -2.5% |
| 3M | -1.3% | -14.1% | +12.9% | -0.1% |
| 6M | +13.3% | -35.5% | +48.8% | +17.7% |
| YTD | +9.0% | -10.9% | +19.9% | +6.4% |
| 1Y | +18.7% | +3.4% | +15.3% | +11.2% |
| 3Y | +125.3% | +73.1% | +52.1% | +84.9% |
| 5Y | +40.2% | +87.1% | -46.9% | +7.2% |
| All | +162.9% | +465.5% | -302.6% | +36.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling