+124.8%
KEY vs UUUU
+97.0%
+27.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.0% | -2.8% | -1.8% |
| 7D | +2.7% | +2.8% | -0.1% | +2.5% |
| 30D | -3.2% | +3.4% | -6.6% | -3.6% |
| 3M | +1.0% | -3.9% | +4.8% | +0.8% |
| 6M | +11.9% | -23.2% | +35.0% | +13.0% |
| YTD | +8.7% | +0.6% | +8.2% | +6.1% |
| 1Y | +18.5% | +22.9% | -4.4% | +12.4% |
| All | +124.8% | +97.0% | +27.7% | +89.7% |
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 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