-47.3%
DOCS vs KEEL
-45.0%
-2.4%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -4.1% | +10.5% | +6.1% |
| 7D | +1.2% | -13.6% | +14.8% | +0.5% |
| 30D | +21.3% | -39.1% | +60.4% | +18.0% |
| 3M | +58.4% | -48.9% | +107.3% | +53.4% |
| 6M | +39.3% | -35.4% | +74.7% | +37.4% |
| YTD | -21.7% | -10.6% | -11.1% | -18.5% |
| 1Y | -47.3% | -45.3% | -2.0% | -45.0% |
| All | -47.3% | -45.0% | -2.4% | -45.0% |
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 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