-3.5%
BA vs KEEL
-39.1%
+35.5%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -2.0% |
| 7D | -1.2% | +19.3% | -20.5% | -2.9% |
| 30D | -11.3% | +9.1% | -20.4% | -12.5% |
| 3M | -3.8% | -31.5% | +27.8% | -1.7% |
| 6M | -8.3% | +75.8% | -84.1% | -15.8% |
| YTD | -4.9% | +57.9% | -62.8% | -12.6% |
| 1Y | -10.1% | +133.3% | -143.4% | -23.3% |
| 3Y | -2.3% | +204.1% | -206.4% | -28.0% |
| 5Y | -3.5% | -37.5% | +34.0% | -20.5% |
| All | -3.5% | -39.1% | +35.5% | -20.5% |
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