+91.3%
KEYS vs GEN
+3.4%
+87.9%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.7% | -2.3% | -1.6% |
| 7D | +0.9% | -4.3% | +5.3% | +0.7% |
| 30D | -5.3% | +3.8% | -9.0% | -5.0% |
| 3M | +0.5% | +22.3% | -21.8% | +1.7% |
| 6M | +14.0% | +39.0% | -24.9% | +13.9% |
| YTD | +60.3% | +11.9% | +48.4% | +74.0% |
| 1Y | +91.3% | +4.5% | +86.8% | +116.2% |
| All | +91.3% | +3.4% | +87.9% | +116.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling