+90.1%
KEYS vs SPXU
-86.1%
+176.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.4% | +6.4% | +2.9% |
| 7D | +3.5% | +2.5% | +1.0% | +4.7% |
| 30D | -4.5% | +4.2% | -8.7% | -2.6% |
| 3M | -0.4% | -9.3% | +8.9% | -3.2% |
| 6M | +19.1% | -30.7% | +49.8% | +5.0% |
| YTD | +66.7% | -28.1% | +94.8% | +50.6% |
| 1Y | +96.5% | -35.2% | +131.7% | +72.4% |
| 3Y | +155.2% | -79.9% | +235.1% | +61.2% |
| All | +90.1% | -86.1% | +176.2% | +25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 5y: compounded portfolio wealth divided by compounded SPXU 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…
5y analysis · Full analysis span regression · 6 months rolling