+59.6%
KEYS vs IBN
+4.2%
+55.4%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +3.8% | -10.1% | -6.9% |
| 7D | -14.8% | +8.9% | -23.7% | -16.3% |
| 30D | -25.6% | +12.6% | -38.2% | -28.1% |
| 3M | -16.2% | +3.1% | -19.3% | -16.2% |
| 6M | -18.6% | +20.6% | -39.2% | -24.7% |
| YTD | +40.7% | +5.8% | +34.9% | +37.6% |
| 1Y | +59.6% | +3.7% | +56.0% | +55.8% |
| All | +59.6% | +4.2% | +55.4% | +55.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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