+127.3%
KEY vs UUUU
-16.0%
+143.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.6% | +3.1% | -0.2% |
| 7D | +1.8% | +1.4% | +0.4% | +1.6% |
| 30D | +7.1% | -27.9% | +35.1% | +9.7% |
| 3M | -5.9% | -53.8% | +47.9% | -0.6% |
| 6M | +2.2% | -68.1% | +70.3% | +10.7% |
| YTD | +6.4% | -54.1% | +60.5% | +10.0% |
| 1Y | +24.8% | -57.8% | +82.5% | +29.5% |
| All | +127.3% | -16.0% | +143.3% | +102.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling