+54.6%
FTI vs KEEL
-45.0%
+99.5%
-19.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.1% | +0.8% | -3.3% |
| 7D | -9.7% | -13.6% | +3.9% | -9.5% |
| 30D | -8.2% | -39.1% | +30.9% | -7.7% |
| 3M | -7.8% | -48.9% | +41.1% | -7.2% |
| 6M | -13.4% | -35.4% | +22.0% | -14.0% |
| YTD | +45.1% | -10.6% | +55.7% | +37.8% |
| 1Y | +54.6% | -45.3% | +99.9% | +48.0% |
| All | +54.6% | -45.0% | +99.5% | +48.0% |
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