+27.7%
FLUT vs KEEL
+294.5%
-266.8%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.8% | -1.9% | +1.7% |
| 7D | +0.4% | +2.9% | -2.4% | +0.3% |
| 30D | +2.5% | +0.8% | +1.7% | +2.3% |
| 3M | -9.2% | -35.3% | +26.1% | -8.0% |
| 6M | -8.2% | +59.4% | -67.6% | -12.0% |
| YTD | -53.2% | +51.9% | -105.2% | -55.3% |
| 1Y | -65.6% | +75.0% | -140.6% | -67.6% |
| 3Y | -43.6% | +224.5% | -268.1% | -50.5% |
| 5Y | -50.3% | -35.9% | -14.4% | -55.8% |
| All | +27.7% | +294.5% | -266.8% | +9.5% |
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