+88.9%
KEYS vs MUB
-0.2%
+89.1%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | +0.2% |
| 7D | +0.9% | -1.2% | +2.2% | +4.2% |
| 30D | -5.3% | -2.8% | -2.5% | +1.8% |
| 3M | +0.5% | -3.1% | +3.6% | +9.1% |
| 6M | +14.0% | -2.9% | +16.9% | +23.3% |
| YTD | +60.3% | -2.0% | +62.3% | +80.0% |
| All | +88.9% | -0.2% | +89.1% | +129.7% |
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