-8.6%
TEL vs KEYS
+55.9%
-64.5%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEYS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -6.3% | +6.5% | +2.6% |
| 7D | -0.5% | -14.8% | +14.3% | +5.7% |
| 30D | +0.6% | -25.6% | +26.2% | +12.3% |
| 3M | +2.0% | -16.2% | +18.2% | +8.6% |
| 6M | +8.1% | -18.6% | +26.8% | +15.6% |
| YTD | -2.2% | +40.7% | -42.8% | -19.1% |
| 1Y | -8.6% | +59.6% | -68.2% | -28.7% |
| All | -8.6% | +55.9% | -64.5% | -28.7% |
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