+274.8%
ADI vs KEEL
+309.9%
-35.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.1% | +0.6% |
| 7D | +2.6% | +19.3% | -16.7% | +1.3% |
| 30D | -4.6% | +9.1% | -13.7% | -5.4% |
| 3M | -9.5% | -31.5% | +22.1% | -7.8% |
| 6M | +14.8% | +75.8% | -61.0% | +8.9% |
| YTD | +35.8% | +57.9% | -22.1% | +28.9% |
| 1Y | +48.9% | +133.3% | -84.4% | +35.1% |
| 3Y | +115.6% | +204.1% | -88.5% | +83.1% |
| 5Y | +135.1% | -37.5% | +172.6% | +103.7% |
| All | +274.8% | +309.9% | -35.1% | +198.5% |
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