+730.0%
FLEX vs KEEL
-34.6%
+764.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +3.8% | +3.4% | +6.6% |
| 7D | +5.7% | +2.9% | +2.8% | +5.3% |
| 30D | -7.0% | +0.8% | -7.9% | -7.4% |
| 3M | -23.8% | -35.3% | +11.5% | -19.3% |
| 6M | +82.6% | +59.4% | +23.3% | +69.7% |
| YTD | +91.6% | +51.9% | +39.7% | +77.4% |
| 1Y | +100.6% | +75.0% | +25.6% | +77.9% |
| 3Y | +479.8% | +224.5% | +255.2% | +331.7% |
| All | +730.0% | -34.6% | +764.7% | +579.4% |
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 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