+9.2%
KEY vs UUUU
-96.4%
+105.6%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.3% | +2.0% | +0.7% |
| 7D | +2.9% | -1.1% | +4.0% | +3.0% |
| 30D | +8.4% | -21.0% | +29.4% | +10.5% |
| 3M | -5.8% | -54.8% | +49.0% | +0.6% |
| 6M | +5.4% | -67.3% | +72.8% | +15.0% |
| YTD | +7.1% | -54.7% | +61.7% | +11.8% |
| 1Y | +26.8% | -57.4% | +84.2% | +32.7% |
| 3Y | +128.7% | -19.6% | +148.3% | +117.1% |
| 5Y | +13.6% | -40.0% | +53.7% | +7.3% |
| 10Y | +99.7% | +364.1% | -264.4% | +47.3% |
| All | +9.2% | -96.4% | +105.6% | -25.2% |
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