-61.5%
DOCS vs KEEL
+169.0%
-230.5%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +3.6% | -6.3% | -2.7% |
| 7D | -1.4% | +7.8% | -9.2% | -1.3% |
| 30D | +21.8% | -11.7% | +33.5% | +21.8% |
| 3M | +27.3% | -41.5% | +68.8% | +27.1% |
| 6M | -0.3% | +54.9% | -55.3% | -1.9% |
| YTD | -40.5% | +47.7% | -88.2% | -40.6% |
| 1Y | -61.5% | +177.6% | -239.1% | -61.5% |
| All | -61.5% | +169.0% | -230.5% | -61.5% |
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