+105.9%
KEYS vs AHR
+360.2%
-254.2%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.5% | -2.2% | -1.7% |
| 7D | +0.9% | -3.0% | +4.0% | +1.4% |
| 30D | -5.3% | +2.6% | -7.9% | -5.7% |
| 3M | +0.5% | +16.0% | -15.5% | -3.1% |
| 6M | +14.0% | +3.1% | +11.0% | +12.7% |
| YTD | +60.3% | +16.0% | +44.2% | +54.4% |
| 1Y | +91.3% | +28.0% | +63.4% | +79.8% |
| All | +105.9% | +360.2% | -254.2% | +46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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