-49.2%
USAR vs KEY
+22.7%
-71.8%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +2.7% | +3.8% | +3.8% |
| 7D | -1.1% | -0.4% | -0.7% | -0.6% |
| 30D | -30.3% | +7.2% | -37.5% | -35.0% |
| 3M | -54.7% | -4.9% | -49.8% | -52.2% |
| 6M | -67.5% | +1.1% | -68.6% | -68.5% |
| YTD | -26.4% | +6.8% | -33.2% | -34.8% |
| All | -49.2% | +22.7% | -71.8% | -61.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling