+1,058.3%
KEYS vs GEN
+275.5%
+782.8%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.2% | +3.6% | +2.0% |
| 7D | +2.3% | -1.2% | +3.5% | +2.5% |
| 30D | -2.6% | +10.1% | -12.8% | -5.2% |
| 3M | -4.6% | +16.1% | -20.7% | -8.9% |
| 6M | +8.7% | +38.9% | -30.1% | -2.2% |
| YTD | +61.0% | +14.4% | +46.6% | +52.7% |
| 1Y | +96.0% | +5.9% | +90.1% | +90.0% |
| 3Y | +144.4% | +58.8% | +85.6% | +110.4% |
| 5Y | +80.5% | +24.7% | +55.8% | +62.1% |
| 10Y | +974.9% | +163.1% | +811.9% | +630.4% |
| All | +1,058.3% | +275.5% | +782.8% | +625.6% |
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 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