+58.9%
BNY vs KEEL
+169.0%
-110.1%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.6% | -3.3% | +0.1% |
| 7D | +1.4% | +7.8% | -6.3% | +1.0% |
| 30D | +3.8% | -11.7% | +15.5% | +4.3% |
| 3M | +14.9% | -41.5% | +56.4% | +17.3% |
| 6M | +40.3% | +54.9% | -14.6% | +34.3% |
| YTD | +43.8% | +47.7% | -3.9% | +37.0% |
| 1Y | +58.9% | +177.6% | -118.7% | +50.3% |
| All | +58.9% | +169.0% | -110.1% | +50.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling