-35.3%
KEEL vs GEN
+22.3%
-57.6%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -3.5% |
| 3M | -35.3% | +27.0% | -62.3% | -46.2% |
| 6M | +59.4% | +43.9% | +15.5% | +18.7% |
| YTD | +51.9% | +13.0% | +38.9% | +34.4% |
| 1Y | +75.0% | +4.0% | +71.0% | +63.5% |
| 3Y | +224.5% | +66.2% | +158.4% | +107.7% |
| All | -35.3% | +22.3% | -57.6% | -49.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling