+66.2%
DHR vs KEEL
+294.5%
-228.3%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.8% | -4.0% | -0.3% |
| 7D | -3.6% | +2.9% | -6.5% | -3.7% |
| 30D | -2.7% | +0.8% | -3.6% | -2.9% |
| 3M | +10.9% | -35.3% | +46.3% | +11.9% |
| 6M | +3.0% | +59.4% | -56.3% | +0.1% |
| YTD | -12.2% | +51.9% | -64.1% | -14.9% |
| 1Y | +3.3% | +75.0% | -71.7% | -1.5% |
| 3Y | -8.2% | +224.5% | -232.8% | -17.4% |
| 5Y | -29.9% | -35.9% | +6.0% | -36.2% |
| All | +66.2% | +294.5% | -228.3% | +40.0% |
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