+774.2%
KEYS vs RACE
+717.8%
+56.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.5% | +2.0% | +0.6% |
| 7D | +16.7% | -4.0% | +20.7% | +18.8% |
| 30D | -17.8% | +3.5% | -21.4% | -19.3% |
| 3M | -14.2% | -0.4% | -13.8% | -14.5% |
| 6M | -15.9% | +23.2% | -39.0% | -24.7% |
| YTD | +49.7% | +11.0% | +38.7% | +39.4% |
| 1Y | +65.3% | -2.2% | +67.5% | +63.1% |
| 3Y | +144.9% | +22.5% | +122.3% | +107.2% |
| 5Y | +63.0% | +63.2% | -0.1% | +16.6% |
| All | +774.2% | +717.8% | +56.4% | +224.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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