+8.9%
GE vs KEEL
-45.0%
+53.8%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -4.1% | +6.8% | +3.1% |
| 7D | +9.4% | -13.6% | +23.0% | +10.6% |
| 30D | +7.5% | -39.1% | +46.7% | +12.1% |
| 3M | -12.5% | -48.9% | +36.4% | -7.9% |
| 6M | +17.8% | -35.4% | +53.2% | +17.2% |
| YTD | +7.4% | -10.6% | +18.0% | +0.4% |
| 1Y | +8.9% | -45.3% | +54.2% | +4.8% |
| All | +8.9% | -45.0% | +53.8% | +4.8% |
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 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