+172.4%
KEY vs GEN
+158.5%
+13.9%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.2% | +2.4% | +0.9% |
| 7D | +2.2% | -1.2% | +3.4% | +2.5% |
| 30D | -3.0% | +10.1% | -13.2% | -5.8% |
| 3M | +3.3% | +16.1% | -12.7% | -1.4% |
| 6M | +9.2% | +38.9% | -29.7% | -2.0% |
| YTD | +10.6% | +14.4% | -3.8% | +4.9% |
| 1Y | +20.4% | +5.9% | +14.5% | +16.9% |
| 3Y | +121.8% | +58.8% | +63.1% | +89.8% |
| 5Y | +41.1% | +24.7% | +16.5% | +25.5% |
| All | +172.4% | +158.5% | +13.9% | +97.8% |
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 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