+381.6%
EQT vs KEEL
+280.1%
+101.5%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -7.3% | +7.9% | +0.9% |
| 7D | -1.2% | +2.7% | -3.9% | -1.3% |
| 30D | +1.1% | +4.6% | -3.5% | +0.7% |
| 3M | +4.8% | -34.5% | +39.3% | +5.9% |
| 6M | -10.6% | +59.3% | -69.8% | -13.5% |
| YTD | +3.4% | +46.4% | -42.9% | -0.1% |
| 1Y | +8.7% | +96.6% | -87.9% | +2.7% |
| 3Y | +35.0% | +182.0% | -147.0% | +21.5% |
| 5Y | +204.2% | -38.2% | +242.5% | +175.1% |
| All | +381.6% | +280.1% | +101.5% | +290.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling