+186.5%
AMZN vs KEEL
+294.5%
-108.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.8% | -1.8% | +1.7% |
| 7D | -0.7% | +2.9% | -3.6% | -0.9% |
| 30D | -3.9% | +0.8% | -4.8% | -4.3% |
| 3M | +6.3% | -35.3% | +41.6% | +8.5% |
| 6M | +20.8% | +59.4% | -38.6% | +14.4% |
| YTD | +11.2% | +51.9% | -40.7% | +5.0% |
| 1Y | +11.7% | +75.0% | -63.3% | +2.6% |
| 3Y | +79.4% | +224.5% | -145.1% | +49.0% |
| 5Y | +48.0% | -35.9% | +83.9% | +26.1% |
| All | +186.5% | +294.5% | -108.0% | +123.3% |
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