+4,463.7%
FIX vs KEEL
+294.5%
+4,169.3%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +3.8% | +2.5% | +5.9% |
| 7D | +5.0% | +2.9% | +2.1% | +4.7% |
| 30D | -2.7% | +0.8% | -3.6% | -2.9% |
| 3M | -8.2% | -35.3% | +27.1% | -5.3% |
| 6M | +20.3% | +59.4% | -39.1% | +14.8% |
| YTD | +81.4% | +51.9% | +29.5% | +73.0% |
| 1Y | +121.5% | +75.0% | +46.5% | +107.1% |
| 3Y | +807.4% | +224.5% | +582.9% | +691.9% |
| 5Y | +2,306.7% | -35.9% | +2,342.6% | +2,049.8% |
| All | +4,463.7% | +294.5% | +4,169.3% | +3,284.8% |
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 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