+766.8%
FIX vs KEEL
+209.2%
+557.6%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.9% |
| 7D | +3.5% | +19.3% | -15.8% | -0.1% |
| 30D | -3.5% | +9.1% | -12.6% | -5.6% |
| 3M | -11.8% | -31.5% | +19.8% | -6.7% |
| 6M | +17.8% | +75.8% | -58.0% | +3.8% |
| YTD | +73.3% | +57.9% | +15.4% | +53.6% |
| 1Y | +128.1% | +133.3% | -5.2% | +84.8% |
| All | +766.8% | +209.2% | +557.6% | +576.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling