+268.9%
AMAT vs KEEL
-36.1%
+305.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +7.5% | -3.5% | +2.6% |
| 7D | +7.0% | +21.5% | -14.5% | +3.2% |
| 30D | -12.2% | -3.9% | -8.3% | -12.1% |
| 3M | -3.8% | -34.1% | +30.3% | +2.2% |
| 6M | +45.9% | +82.8% | -36.9% | +29.1% |
| YTD | +84.6% | +58.7% | +25.9% | +65.4% |
| 1Y | +193.4% | +191.4% | +2.0% | +127.1% |
| 3Y | +228.1% | +205.7% | +22.3% | +116.7% |
| 5Y | +268.9% | -37.0% | +305.9% | +201.7% |
| All | +268.9% | -36.1% | +305.0% | +201.7% |
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 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