+204.7%
AA vs KEEL
+309.9%
-105.2%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.4% | -1.9% |
| 7D | -0.6% | +19.3% | -19.9% | -2.5% |
| 30D | -1.6% | +9.1% | -10.7% | -2.7% |
| 3M | -29.8% | -31.5% | +1.7% | -28.0% |
| 6M | -16.6% | +75.8% | -92.5% | -23.2% |
| YTD | -4.0% | +57.9% | -61.9% | -11.2% |
| 1Y | +63.5% | +133.3% | -69.8% | +42.6% |
| 3Y | +86.8% | +204.1% | -117.3% | +48.7% |
| 5Y | +12.4% | -37.5% | +49.9% | -7.4% |
| All | +204.7% | +309.9% | -105.2% | +118.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 KEEL 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