+29.4%
B vs KEEL
-45.0%
+74.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -4.1% | +12.4% | +9.0% |
| 7D | +1.1% | -13.6% | +14.7% | +3.3% |
| 30D | +0.3% | -39.1% | +39.5% | +8.8% |
| 3M | +5.4% | -48.9% | +54.3% | +16.7% |
| 6M | +5.5% | -35.4% | +40.9% | +9.6% |
| YTD | -6.3% | -10.6% | +4.3% | -9.7% |
| 1Y | +29.4% | -45.3% | +74.7% | +35.1% |
| All | +29.4% | -45.0% | +74.3% | +35.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling