+59.6%
KEYS vs QID
-21.1%
+80.7%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -1.8% | -4.5% | -7.6% |
| 7D | -14.8% | +9.8% | -24.6% | -8.6% |
| 30D | -25.6% | +18.9% | -44.5% | -15.0% |
| 3M | -16.2% | +9.6% | -25.8% | -8.6% |
| 6M | -18.6% | -7.8% | -10.8% | -17.8% |
| YTD | +40.7% | -23.3% | +64.0% | +27.4% |
| 1Y | +59.6% | -22.0% | +81.6% | +47.8% |
| All | +59.6% | -21.1% | +80.7% | +47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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