+177.6%
KEEL vs GEN
+5.4%
+172.2%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.2% | +5.8% | +3.6% |
| 7D | +7.8% | -1.2% | +9.0% | +7.8% |
| 30D | -11.7% | +10.1% | -21.8% | -12.0% |
| 3M | -41.5% | +16.1% | -57.6% | -41.8% |
| 6M | +54.9% | +38.9% | +16.1% | +42.9% |
| YTD | +47.7% | +14.4% | +33.2% | +31.6% |
| 1Y | +177.6% | +5.9% | +171.7% | +129.8% |
| All | +177.6% | +5.4% | +172.2% | +129.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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