+278.7%
AMD vs KEEL
-74.0%
+352.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +8.4% | -1.1% | +5.2% |
| 7D | +13.1% | -1.4% | +14.5% | +14.0% |
| 30D | -7.0% | -29.8% | +22.9% | +1.8% |
| 3M | +16.6% | -37.1% | +53.6% | +29.8% |
| 6M | +20.5% | -51.9% | +72.4% | +41.3% |
| YTD | +158.2% | -11.9% | +170.1% | +159.2% |
| 1Y | +132.8% | -38.6% | +171.4% | +149.2% |
| 3Y | +366.2% | +72.5% | +293.7% | +225.5% |
| 5Y | +278.7% | -74.4% | +353.1% | +281.9% |
| All | +278.7% | -74.0% | +352.7% | +281.9% |
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