+190.8%
EQT vs KEEL
-34.6%
+225.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.8% | -5.4% | -1.8% |
| 7D | -2.0% | +2.9% | -4.9% | -2.2% |
| 30D | 0.0% | +0.8% | -0.8% | -0.3% |
| 3M | +5.9% | -35.3% | +41.3% | +7.8% |
| 6M | -14.8% | +59.4% | -74.2% | -19.2% |
| YTD | +1.8% | +51.9% | -50.2% | -3.9% |
| 1Y | +7.4% | +75.0% | -67.6% | -1.2% |
| 3Y | +33.6% | +224.5% | -190.9% | +9.5% |
| All | +190.8% | -34.6% | +225.4% | +149.6% |
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