+55.2%
EWT vs KEEL
-45.0%
+100.1%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.1% | +2.9% | -0.5% |
| 7D | -10.9% | -13.6% | +2.7% | -8.9% |
| 30D | -17.7% | -39.1% | +21.4% | -11.0% |
| 3M | -5.0% | -48.9% | +43.9% | +4.8% |
| 6M | +7.4% | -35.4% | +42.8% | +13.7% |
| YTD | +52.8% | -10.6% | +63.4% | +52.1% |
| 1Y | +55.2% | -45.3% | +100.5% | +59.4% |
| All | +55.2% | -45.0% | +100.1% | +59.4% |
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 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