+93.0%
KEY vs GEN
+147.0%
-54.0%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.6% | +0.3% |
| 7D | +1.8% | -3.0% | +4.7% | +2.6% |
| 30D | +7.1% | +24.7% | -17.6% | +0.4% |
| 3M | -5.9% | +4.1% | -10.0% | -7.9% |
| 6M | +2.2% | +36.0% | -33.8% | -8.0% |
| YTD | +6.4% | +10.9% | -4.4% | +1.0% |
| 1Y | +24.8% | +12.2% | +12.6% | +18.0% |
| 3Y | +125.2% | +63.3% | +61.9% | +90.0% |
| 5Y | +13.0% | +29.0% | -16.1% | -0.9% |
| All | +93.0% | +147.0% | -54.0% | +45.5% |
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 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