+75.2%
DUK vs KEEL
+294.5%
-219.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.8% | -3.7% | 0.0% |
| 7D | -0.7% | +2.9% | -3.5% | -0.7% |
| 30D | -2.4% | +0.8% | -3.3% | -2.4% |
| 3M | -3.0% | -35.3% | +32.3% | -3.0% |
| 6M | -6.6% | +59.4% | -65.9% | -6.7% |
| YTD | +4.6% | +51.9% | -47.4% | +4.4% |
| 1Y | +1.2% | +75.0% | -73.8% | +1.0% |
| 3Y | +45.7% | +224.5% | -178.9% | +44.3% |
| 5Y | +40.3% | -35.9% | +76.2% | +39.4% |
| All | +75.2% | +294.5% | -219.3% | +68.4% |
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