+312.2%
KEEL vs GEN
+157.1%
+155.0%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -2.7% | +10.2% | +9.0% |
| 7D | +21.5% | -0.7% | +22.2% | +21.8% |
| 30D | -3.9% | +2.6% | -6.5% | -6.1% |
| 3M | -34.1% | +15.8% | -49.9% | -41.4% |
| 6M | +82.8% | +33.1% | +49.7% | +46.0% |
| YTD | +58.7% | +11.3% | +47.4% | +42.3% |
| 1Y | +191.4% | +1.7% | +189.8% | +175.4% |
| 3Y | +205.7% | +58.1% | +147.6% | +113.9% |
| 5Y | -37.0% | +20.6% | -57.6% | -48.4% |
| All | +312.2% | +157.1% | +155.0% | +301.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling