+59.6%
KEYS vs ACWI
+14.9%
+44.7%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +1.7% | -8.0% | -9.3% |
| 7D | -14.8% | -0.5% | -14.3% | -14.0% |
| 30D | -25.6% | -1.6% | -24.0% | -23.1% |
| 3M | -16.2% | -1.3% | -14.9% | -13.8% |
| 6M | -18.6% | +5.8% | -24.5% | -25.5% |
| YTD | +40.7% | +12.7% | +28.0% | +16.1% |
| 1Y | +59.6% | +15.0% | +44.6% | +26.5% |
| All | +59.6% | +14.9% | +44.7% | +26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 1y: compounded portfolio wealth divided by compounded ACWI 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…
1y analysis · Full analysis span regression · 6 months rolling