+173.9%
C vs KEEL
+312.2%
-138.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +7.5% | -8.2% | -1.1% |
| 7D | +3.2% | +21.5% | -18.3% | +2.1% |
| 30D | +1.3% | -3.9% | +5.2% | +1.2% |
| 3M | +3.1% | -34.1% | +37.2% | +4.6% |
| 6M | +29.6% | +82.8% | -53.2% | +23.9% |
| YTD | +19.0% | +58.7% | -39.8% | +14.1% |
| 1Y | +45.6% | +191.4% | -145.8% | +33.9% |
| 3Y | +269.3% | +205.7% | +63.5% | +229.3% |
| 5Y | +131.6% | -37.0% | +168.6% | +107.5% |
| All | +173.9% | +312.2% | -138.3% | +131.4% |
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