-43.4%
ALB vs KEEL
-37.0%
-6.4%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -7.3% | +4.3% | -1.8% |
| 7D | -7.6% | +2.7% | -10.3% | -8.1% |
| 30D | -5.6% | +4.6% | -10.2% | -7.1% |
| 3M | -16.8% | -34.5% | +17.6% | -13.2% |
| 6M | -26.3% | +59.3% | -85.6% | -35.5% |
| YTD | -13.2% | +46.4% | -59.6% | -23.9% |
| 1Y | +68.8% | +96.6% | -27.8% | +35.0% |
| 3Y | -30.7% | +182.0% | -212.6% | -55.1% |
| All | -43.4% | -37.0% | -6.4% | -56.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling