+113.6%
KEY vs GEN
+166.9%
-53.3%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | 0.0% | +2.7% | +2.7% |
| 7D | -0.4% | -0.3% | -0.1% | -0.3% |
| 30D | +7.2% | +28.2% | -21.0% | -0.2% |
| 3M | -4.9% | +2.6% | -7.5% | -6.5% |
| 6M | +1.1% | +32.7% | -31.6% | -8.3% |
| YTD | +6.8% | +11.3% | -4.5% | +1.3% |
| 1Y | +23.3% | +17.9% | +5.3% | +14.9% |
| 3Y | +126.1% | +66.3% | +59.7% | +89.8% |
| 5Y | +15.2% | +31.7% | -16.5% | +0.7% |
| 10Y | +113.6% | +150.0% | -36.4% | +62.4% |
| All | +113.6% | +166.9% | -53.3% | +62.4% |
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