+12.2%
KEY vs GEN
+32.5%
-20.2%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.6% | +2.1% | +0.3% |
| 7D | -1.3% | +2.3% | -3.5% | -2.0% |
| 30D | +5.1% | +33.1% | -27.9% | -4.9% |
| 3M | -7.1% | +6.5% | -13.6% | -10.0% |
| 6M | -4.4% | +53.8% | -58.2% | -20.8% |
| YTD | +4.0% | +11.2% | -7.2% | -1.9% |
| 1Y | +23.4% | +19.4% | +4.0% | +12.7% |
| 3Y | +113.9% | +81.0% | +32.9% | +60.0% |
| All | +12.2% | +32.5% | -20.2% | -10.3% |
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