-17.6%
KEYS vs GEN
+38.7%
-56.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.4% | -4.5% | -1.3% |
| 7D | +9.4% | +2.0% | +7.3% | +10.2% |
| 30D | -16.8% | +27.7% | -44.5% | -9.2% |
| 3M | -15.9% | +3.3% | -19.1% | -16.0% |
| 6M | -17.6% | +31.8% | -49.4% | -5.6% |
| All | -17.6% | +38.7% | -56.2% | -5.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling