+5,159.4%
BE vs KEEL
+309.9%
+4,849.4%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.3% | -2.8% |
| 7D | +23.9% | +19.3% | +4.6% | +20.0% |
| 30D | +27.8% | +9.1% | +18.7% | +25.7% |
| 3M | +3.7% | -31.5% | +35.3% | +11.3% |
| 6M | +78.0% | +75.8% | +2.1% | +60.4% |
| YTD | +209.9% | +57.9% | +152.0% | +184.5% |
| 1Y | +389.6% | +133.3% | +256.3% | +326.2% |
| 3Y | +1,730.6% | +204.1% | +1,526.5% | +1,345.9% |
| 5Y | +1,227.8% | -37.5% | +1,265.4% | +1,013.4% |
| All | +5,159.4% | +309.9% | +4,849.4% | +4,310.1% |
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 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