+96.0%
KEYS vs MUB
+2.9%
+93.1%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | +2.3% | -0.9% | +3.1% | +4.4% |
| 30D | -2.6% | -1.4% | -1.2% | +0.8% |
| 3M | -4.6% | -2.2% | -2.5% | +0.7% |
| 6M | +8.7% | -1.9% | +10.6% | +13.7% |
| YTD | +61.0% | -0.8% | +61.8% | +70.7% |
| 1Y | +96.0% | +2.7% | +93.3% | +103.9% |
| All | +96.0% | +2.9% | +93.1% | +103.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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