+56.9%
BNY vs KEEL
+89.9%
-33.0%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.8% | -3.7% | -0.2% |
| 7D | -1.3% | +2.9% | -4.2% | -1.5% |
| 30D | -0.2% | +0.8% | -1.0% | -0.5% |
| 3M | +14.9% | -35.3% | +50.3% | +16.8% |
| 6M | +40.0% | +59.4% | -19.4% | +33.3% |
| YTD | +42.0% | +51.9% | -9.9% | +34.6% |
| 1Y | +56.9% | +75.0% | -18.1% | +52.8% |
| All | +56.9% | +89.9% | -33.0% | +52.8% |
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 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