+80.8%
KEYS vs WU
-51.6%
+132.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | -1.4% |
| 7D | +0.9% | -5.0% | +5.9% | +2.2% |
| 30D | -5.3% | -2.3% | -3.0% | -4.8% |
| 3M | +0.5% | -3.2% | +3.7% | -0.6% |
| 6M | +14.0% | -25.0% | +39.1% | +21.7% |
| YTD | +60.3% | -21.7% | +81.9% | +68.2% |
| 1Y | +91.3% | -9.0% | +100.3% | +90.0% |
| 3Y | +146.1% | -28.9% | +175.0% | +160.0% |
| 5Y | +80.8% | -51.0% | +131.8% | +104.6% |
| All | +80.8% | -51.6% | +132.4% | +104.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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