+7.5%
SYY vs KEYS
+55.9%
-48.4%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEYS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -6.3% | +10.1% | +3.7% |
| 7D | -6.3% | -14.8% | +8.5% | -6.4% |
| 30D | +0.7% | -25.6% | +26.3% | +1.0% |
| 3M | -7.1% | -16.2% | +9.2% | -7.2% |
| 6M | +6.8% | -18.6% | +25.5% | +6.7% |
| YTD | +6.7% | +40.7% | -34.0% | +2.9% |
| 1Y | +7.5% | +59.6% | -52.1% | +4.1% |
| All | +7.5% | +55.9% | -48.4% | +4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KEYS.
Daily Out/Under-Performance
Portfolio return minus KEYS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEYS 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 KEYS 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