+59.6%
KEYS vs UUUU
-55.1%
+114.7%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.8% | -5.5% | -6.1% |
| 7D | -14.8% | -14.4% | -0.4% | -11.5% |
| 30D | -25.6% | -33.6% | +8.1% | -18.2% |
| 3M | -16.2% | -44.2% | +27.9% | -4.9% |
| 6M | -18.6% | -66.8% | +48.2% | +1.7% |
| YTD | +40.7% | -50.6% | +91.3% | +60.5% |
| 1Y | +59.6% | -57.8% | +117.4% | +87.2% |
| All | +59.6% | -55.1% | +114.7% | +87.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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