+559.2%
AAPL vs KEEL
+280.1%
+279.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -7.3% | +10.8% | +3.9% |
| 7D | -0.5% | +2.7% | -3.2% | -0.7% |
| 30D | +7.1% | +4.6% | +2.5% | +6.5% |
| 3M | +12.1% | -34.5% | +46.6% | +13.6% |
| 6M | +25.4% | +59.3% | -33.8% | +20.0% |
| YTD | +20.5% | +46.4% | -25.9% | +15.1% |
| 1Y | +44.5% | +96.6% | -52.0% | +33.5% |
| 3Y | +85.8% | +182.0% | -96.2% | +60.0% |
| 5Y | +124.8% | -38.2% | +163.0% | +96.8% |
| All | +559.2% | +280.1% | +279.1% | +410.6% |
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