+1,018.0%
KEYS vs BEN
+56.6%
+961.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | 0.0% | +4.0% | +4.0% |
| 7D | +3.5% | -3.1% | +6.6% | +4.9% |
| 30D | -4.5% | +0.2% | -4.7% | -4.6% |
| 3M | -0.4% | +6.8% | -7.3% | -3.4% |
| 6M | +19.1% | +38.1% | -19.0% | +3.3% |
| YTD | +66.7% | +44.3% | +22.3% | +41.4% |
| 1Y | +96.5% | +42.6% | +53.9% | +67.4% |
| 3Y | +155.2% | +52.3% | +102.8% | +106.3% |
| 5Y | +88.0% | +37.6% | +50.3% | +54.9% |
| All | +1,018.0% | +56.6% | +961.4% | +722.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling