+186.2%
B vs KEEL
+312.2%
-125.9%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +7.5% | -8.9% | -1.8% |
| 7D | +2.3% | +21.5% | -19.2% | +1.4% |
| 30D | +1.4% | -3.9% | +5.2% | +1.4% |
| 3M | +12.2% | -34.1% | +46.3% | +13.6% |
| 6M | -2.1% | +82.8% | -85.0% | -5.1% |
| YTD | +2.9% | +58.7% | -55.8% | +0.1% |
| 1Y | +55.3% | +191.4% | -136.1% | +47.0% |
| 3Y | +198.7% | +205.7% | -7.1% | +175.9% |
| 5Y | +153.8% | -37.0% | +190.8% | +134.7% |
| All | +186.2% | +312.2% | -125.9% | +156.2% |
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