+59.6%
KEYS vs SOLS
+37.2%
+22.4%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -6.5% | +0.2% | -3.8% |
| 7D | -14.8% | -8.8% | -6.0% | -11.7% |
| 30D | -25.6% | -0.6% | -25.0% | -25.0% |
| 3M | -16.2% | -9.0% | -7.2% | -13.1% |
| 6M | -18.6% | -28.7% | +10.0% | -9.4% |
| YTD | +40.7% | +19.2% | +21.5% | +38.7% |
| 1Y | +59.6% | +32.6% | +27.0% | +52.3% |
| All | +59.6% | +37.2% | +22.4% | +52.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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