+65.9%
BLK vs KEEL
+197.5%
-131.6%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.8% | -2.2% | +1.3% |
| 7D | -3.3% | +2.9% | -6.2% | -3.6% |
| 30D | -6.5% | +0.8% | -7.4% | -6.9% |
| 3M | +6.7% | -35.3% | +42.1% | +9.1% |
| 6M | +14.7% | +59.4% | -44.6% | +7.5% |
| YTD | +2.5% | +51.9% | -49.4% | -4.1% |
| 1Y | -2.8% | +75.0% | -77.8% | -11.7% |
| 3Y | +65.9% | +224.5% | -158.7% | +30.6% |
| All | +65.9% | +197.5% | -131.6% | +30.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling