+13.0%
KEY vs UUUU
-39.3%
+52.2%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.6% | +3.1% | -0.1% |
| 7D | +1.8% | +1.4% | +0.4% | +1.5% |
| 30D | +7.1% | -27.9% | +35.1% | +11.0% |
| 3M | -5.9% | -53.8% | +47.9% | +2.3% |
| 6M | +2.2% | -68.1% | +70.3% | +15.2% |
| YTD | +6.4% | -54.1% | +60.5% | +11.7% |
| 1Y | +24.8% | -57.8% | +82.5% | +31.7% |
| 3Y | +125.2% | -15.4% | +140.7% | +99.5% |
| 5Y | +13.0% | -39.2% | +52.2% | +0.3% |
| All | +13.0% | -39.3% | +52.2% | +0.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling