+12.8%
TEAM vs KEYS
+98.0%
-85.2%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEYS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.4% | -4.0% | -2.4% |
| 7D | -0.4% | +2.3% | -2.7% | 0.0% |
| 30D | +67.3% | -2.6% | +69.9% | +66.6% |
| 3M | +86.8% | -4.6% | +91.4% | +86.7% |
| 6M | +146.8% | +8.7% | +138.1% | +143.5% |
| YTD | +16.9% | +61.0% | -44.1% | +2.2% |
| 1Y | +12.8% | +96.0% | -83.2% | -11.3% |
| All | +12.8% | +98.0% | -85.2% | -11.3% |
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