+96.0%
KEYS vs UUUU
+27.9%
+68.1%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.6% | +1.3% |
| 7D | +2.3% | -1.4% | +3.6% | +2.5% |
| 30D | -2.6% | +16.3% | -18.9% | -5.5% |
| 3M | -4.6% | -16.7% | +12.1% | -2.9% |
| 6M | +8.7% | -33.7% | +42.4% | +12.9% |
| YTD | +61.0% | -0.5% | +61.5% | +61.9% |
| 1Y | +96.0% | +28.9% | +67.1% | +96.0% |
| All | +96.0% | +27.9% | +68.1% | +96.0% |
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