+40.9%
DUK vs KEEL
-34.6%
+75.6%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.8% | -3.7% | +0.1% |
| 7D | -0.7% | +2.9% | -3.5% | -0.6% |
| 30D | -2.4% | +0.8% | -3.3% | -2.4% |
| 3M | -3.0% | -35.3% | +32.3% | -3.2% |
| 6M | -6.6% | +59.4% | -65.9% | -6.2% |
| YTD | +4.6% | +51.9% | -47.4% | +5.0% |
| 1Y | +1.2% | +75.0% | -73.8% | +2.0% |
| 3Y | +45.7% | +224.5% | -178.9% | +46.8% |
| All | +40.9% | -34.6% | +75.6% | +39.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling