+1,018.0%
KEYS vs IBN
+324.2%
+693.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.9% | +2.1% | +3.5% |
| 7D | +3.5% | -3.0% | +6.5% | +4.3% |
| 30D | -4.5% | -1.5% | -3.0% | -4.1% |
| 3M | -0.4% | +7.9% | -8.3% | -2.6% |
| 6M | +19.1% | +8.6% | +10.5% | +16.2% |
| YTD | +66.7% | -0.6% | +67.2% | +66.4% |
| 1Y | +96.5% | -7.3% | +103.8% | +99.4% |
| 3Y | +155.2% | +26.2% | +128.9% | +135.9% |
| 5Y | +88.0% | +57.8% | +30.2% | +63.2% |
| All | +1,018.0% | +324.2% | +693.8% | +689.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling