+171.6%
BKR vs KEEL
-34.6%
+206.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.8% | -4.4% | -0.8% |
| 7D | -7.0% | +2.9% | -9.9% | -7.2% |
| 30D | -8.1% | +0.8% | -9.0% | -8.4% |
| 3M | -6.6% | -35.3% | +28.7% | -5.0% |
| 6M | +0.9% | +59.4% | -58.5% | -3.9% |
| YTD | +31.1% | +51.9% | -20.8% | +24.5% |
| 1Y | +27.7% | +75.0% | -47.3% | +17.6% |
| 3Y | +71.2% | +224.5% | -153.3% | +41.8% |
| All | +171.6% | -34.6% | +206.2% | +133.8% |
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