+1,007.5%
KEY vs GEN
+8,588.0%
-7,580.5%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.6% | +2.1% | -0.1% |
| 7D | -1.3% | +2.3% | -3.5% | -1.6% |
| 30D | +5.1% | +33.1% | -27.9% | +0.1% |
| 3M | -7.1% | +6.5% | -13.6% | -8.6% |
| 6M | -4.4% | +53.8% | -58.2% | -12.0% |
| YTD | +4.0% | +11.2% | -7.2% | +0.7% |
| 1Y | +23.4% | +19.4% | +4.0% | +18.1% |
| 3Y | +113.9% | +81.0% | +32.9% | +90.7% |
| 5Y | +12.3% | +33.4% | -21.1% | +4.6% |
| 10Y | +125.5% | +164.3% | -38.8% | +83.2% |
| All | +1,007.5% | +8,588.0% | -7,580.5% | +483.7% |
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