+1,029.1%
KEYS vs RACE
+791.1%
+238.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.0% | +2.9% | +2.3% |
| 7D | +4.4% | -1.0% | +5.5% | +4.9% |
| 30D | -2.2% | -1.5% | -0.7% | -1.8% |
| 3M | +0.5% | +15.5% | -14.9% | -6.7% |
| 6M | +22.4% | +17.3% | +5.1% | +11.9% |
| YTD | +64.1% | +11.1% | +53.0% | +53.1% |
| 1Y | +97.0% | -14.3% | +111.2% | +105.2% |
| 3Y | +152.0% | +40.2% | +111.9% | +99.2% |
| 5Y | +83.7% | +92.6% | -8.8% | +21.7% |
| All | +1,029.1% | +791.1% | +238.0% | +238.1% |
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