+294.5%
KEEL vs GEN
+161.0%
+133.5%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.0% | +2.8% | +3.2% |
| 7D | +2.9% | -1.3% | +4.2% | +3.5% |
| 30D | +0.8% | +6.1% | -5.3% | -3.3% |
| 3M | -35.3% | +27.0% | -62.3% | -45.6% |
| 6M | +59.4% | +43.9% | +15.5% | +21.3% |
| YTD | +51.9% | +13.0% | +38.9% | +35.1% |
| 1Y | +75.0% | +4.0% | +71.0% | +63.3% |
| 3Y | +224.5% | +66.2% | +158.4% | +119.5% |
| 5Y | -35.9% | +23.2% | -59.1% | -48.2% |
| All | +294.5% | +161.0% | +133.5% | +281.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling