+122.9%
FIX vs KEEL
+169.0%
-46.1%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.6% | -1.7% | +1.1% |
| 7D | +6.0% | +7.8% | -1.7% | +4.1% |
| 30D | -7.2% | -11.7% | +4.5% | -5.2% |
| 3M | -15.9% | -41.5% | +25.6% | -7.6% |
| 6M | +12.7% | +54.9% | -42.2% | +0.5% |
| YTD | +72.8% | +47.7% | +25.1% | +52.9% |
| 1Y | +122.9% | +177.6% | -54.7% | +105.8% |
| All | +122.9% | +169.0% | -46.1% | +105.8% |
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