+238.8%
BKR vs KEEL
+294.5%
-55.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.8% | -4.4% | -0.7% |
| 7D | -7.0% | +2.9% | -9.9% | -7.1% |
| 30D | -8.1% | +0.8% | -9.0% | -8.3% |
| 3M | -6.6% | -35.3% | +28.7% | -5.6% |
| 6M | +0.9% | +59.4% | -58.5% | -2.1% |
| YTD | +31.1% | +51.9% | -20.8% | +27.0% |
| 1Y | +27.7% | +75.0% | -47.3% | +21.7% |
| 3Y | +71.2% | +224.5% | -153.3% | +54.5% |
| 5Y | +177.6% | -35.9% | +213.5% | +153.0% |
| All | +238.8% | +294.5% | -55.7% | +190.2% |
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