-7.7%
DIS vs KEEL
+89.9%
-97.6%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.8% | -3.1% | +0.6% |
| 7D | +1.2% | +2.9% | -1.7% | +1.1% |
| 30D | +3.2% | +0.8% | +2.4% | +3.1% |
| 3M | +7.0% | -35.3% | +42.3% | +8.3% |
| 6M | +6.4% | +59.4% | -53.0% | +2.6% |
| YTD | -5.6% | +51.9% | -57.5% | -9.6% |
| 1Y | -7.7% | +75.0% | -82.7% | -11.8% |
| All | -7.7% | +89.9% | -97.6% | -11.8% |
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