+149.4%
KEYS vs GEN
+57.6%
+91.8%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.6% | -0.7% |
| 7D | +2.9% | -2.9% | +5.8% | +3.5% |
| 30D | -1.3% | +2.1% | -3.4% | -1.9% |
| 3M | -0.1% | +19.7% | -19.8% | -4.8% |
| 6M | +17.4% | +33.3% | -15.9% | +7.2% |
| YTD | +62.9% | +11.1% | +51.8% | +59.3% |
| 1Y | +95.7% | +3.0% | +92.7% | +97.3% |
| All | +149.4% | +57.6% | +91.8% | +112.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling