+190.8%
ALL vs KEEL
+294.5%
-103.6%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.8% | -3.0% | +0.8% |
| 7D | -2.3% | +2.9% | -5.1% | -2.2% |
| 30D | -0.4% | +0.8% | -1.3% | -0.4% |
| 3M | +16.0% | -35.3% | +51.4% | +16.1% |
| 6M | +24.6% | +59.4% | -34.8% | +24.3% |
| YTD | +23.7% | +51.9% | -28.3% | +23.4% |
| 1Y | +27.7% | +75.0% | -47.3% | +27.2% |
| 3Y | +150.2% | +224.5% | -74.3% | +147.2% |
| 5Y | +117.1% | -35.9% | +153.0% | +113.4% |
| All | +190.8% | +294.5% | -103.6% | +198.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling