+96.5%
KEYS vs AU
+72.0%
+24.5%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.5% | +3.5% | +3.9% |
| 7D | +3.5% | -4.3% | +7.8% | +4.4% |
| 30D | -4.5% | +7.3% | -11.8% | -6.3% |
| 3M | -0.4% | +26.3% | -26.7% | -6.7% |
| 6M | +19.1% | +1.8% | +17.4% | +16.4% |
| YTD | +66.7% | +26.8% | +39.9% | +58.3% |
| 1Y | +96.5% | +66.7% | +29.8% | +75.5% |
| All | +96.5% | +72.0% | +24.5% | +75.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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