+90.1%
KEYS vs INDA
+5.7%
+84.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.0% | +3.0% | +3.2% |
| 7D | +3.5% | -2.7% | +6.2% | +5.9% |
| 30D | -4.5% | -2.8% | -1.7% | -2.2% |
| 3M | -0.4% | +1.6% | -2.0% | -1.8% |
| 6M | +19.1% | -1.4% | +20.6% | +20.2% |
| YTD | +66.7% | -10.1% | +76.8% | +82.0% |
| 1Y | +96.5% | -8.8% | +105.2% | +111.0% |
| 3Y | +155.2% | +7.6% | +147.5% | +131.3% |
| All | +90.1% | +5.7% | +84.4% | +70.6% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 5y: compounded portfolio wealth divided by compounded INDA 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…
5y analysis · Full analysis span regression · 6 months rolling