+80.8%
KEYS vs TECH
-42.4%
+123.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.5% |
| 7D | +0.9% | -0.5% | +1.4% | +1.1% |
| 30D | -5.3% | 0.0% | -5.3% | -5.3% |
| 3M | +0.5% | +37.4% | -36.9% | -10.8% |
| 6M | +14.0% | +36.9% | -22.8% | -1.2% |
| YTD | +60.3% | +23.1% | +37.2% | +44.3% |
| 1Y | +91.3% | +42.2% | +49.1% | +61.5% |
| 3Y | +146.1% | +1.9% | +144.2% | +128.2% |
| 5Y | +80.8% | -42.9% | +123.7% | +108.6% |
| All | +80.8% | -42.4% | +123.2% | +108.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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