+1,018.0%
KEYS vs MDY
+177.2%
+840.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.8% | +3.2% | +3.2% |
| 7D | +3.5% | -1.9% | +5.3% | +5.4% |
| 30D | -4.5% | -4.6% | +0.2% | +0.1% |
| 3M | -0.4% | -1.2% | +0.8% | +1.2% |
| 6M | +19.1% | +9.2% | +9.9% | +10.6% |
| YTD | +66.7% | +13.1% | +53.6% | +50.4% |
| 1Y | +96.5% | +13.0% | +83.5% | +77.9% |
| 3Y | +155.2% | +49.2% | +105.9% | +82.8% |
| 5Y | +88.0% | +47.2% | +40.7% | +36.5% |
| All | +1,018.0% | +177.2% | +840.8% | +337.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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