+66.8%
AON vs KEEL
+294.5%
-227.7%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.8% | -5.4% | -1.7% |
| 7D | -6.3% | +2.9% | -9.2% | -6.4% |
| 30D | -14.1% | +0.8% | -14.9% | -14.2% |
| 3M | -9.5% | -35.3% | +25.8% | -9.2% |
| 6M | -4.0% | +59.4% | -63.4% | -5.3% |
| YTD | -13.8% | +51.9% | -65.7% | -15.1% |
| 1Y | -18.3% | +75.0% | -93.3% | -20.1% |
| 3Y | -7.2% | +224.5% | -231.7% | -12.1% |
| 5Y | +7.3% | -35.9% | +43.2% | +2.1% |
| All | +66.8% | +294.5% | -227.7% | +60.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling