+12.9%
KEY vs UUUU
-92.0%
+104.9%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.6% | +0.2% |
| 7D | +2.2% | -1.4% | +3.6% | +2.3% |
| 30D | -3.0% | +16.3% | -19.3% | -4.5% |
| 3M | +3.3% | -16.7% | +20.0% | +4.3% |
| 6M | +9.2% | -33.7% | +42.8% | +11.8% |
| YTD | +10.6% | -0.5% | +11.1% | +8.2% |
| 1Y | +20.4% | +28.9% | -8.5% | +13.5% |
| 3Y | +121.8% | +99.9% | +22.0% | +94.6% |
| 5Y | +41.1% | +135.3% | -94.2% | +18.2% |
| 10Y | +168.5% | +518.4% | -349.8% | +90.9% |
| All | +12.9% | -92.0% | +104.9% | -27.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling