+5,285.7%
BE vs KEEL
+294.5%
+4,991.3%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +3.8% | +2.9% | +6.0% |
| 7D | +9.0% | +2.9% | +6.2% | +8.6% |
| 30D | +16.3% | +0.8% | +15.4% | +16.0% |
| 3M | +10.8% | -35.3% | +46.1% | +20.1% |
| 6M | +73.2% | +59.4% | +13.8% | +58.9% |
| YTD | +217.4% | +51.9% | +165.4% | +193.6% |
| 1Y | +309.8% | +75.0% | +234.8% | +272.5% |
| 3Y | +1,726.2% | +224.5% | +1,501.6% | +1,337.3% |
| 5Y | +1,306.2% | -35.9% | +1,342.1% | +1,085.3% |
| All | +5,285.7% | +294.5% | +4,991.3% | +4,450.6% |
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