+479.7%
NDAQ vs KEY
+107.2%
+372.5%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.4% |
| 7D | 0.0% | -0.5% | +0.5% | +0.1% |
| 30D | +16.3% | +6.7% | +9.6% | +14.4% |
| 3M | +15.8% | -4.6% | +20.4% | +17.1% |
| 6M | +24.8% | +2.6% | +22.2% | +23.8% |
| YTD | +14.1% | +7.0% | +7.1% | +11.7% |
| 1Y | +26.5% | +23.5% | +3.1% | +19.5% |
| 3Y | +119.1% | +126.4% | -7.2% | +74.9% |
| 5Y | +70.9% | +13.0% | +57.9% | +56.1% |
| 10Y | +479.7% | +99.5% | +380.2% | +339.8% |
| All | +479.7% | +107.2% | +372.5% | +339.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 10y: compounded portfolio wealth divided by compounded KEY 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…
10y analysis · Full analysis span regression · 6 months rolling