+248.0%
BX vs KEEL
+294.5%
-46.5%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.8% | -1.3% | +2.2% |
| 7D | -5.6% | +2.9% | -8.5% | -5.9% |
| 30D | -12.2% | +0.8% | -13.1% | -12.6% |
| 3M | +7.4% | -35.3% | +42.7% | +9.8% |
| 6M | +22.2% | +59.4% | -37.2% | +14.5% |
| YTD | -14.0% | +51.9% | -65.9% | -19.6% |
| 1Y | -27.3% | +75.0% | -102.3% | -34.2% |
| 3Y | +24.5% | +224.5% | -200.0% | +1.5% |
| 5Y | +18.9% | -35.9% | +54.8% | -0.5% |
| All | +248.0% | +294.5% | -46.5% | +172.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling