+667.3%
GE vs KEEL
+309.9%
+357.4%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.8% |
| 7D | -1.2% | +19.3% | -20.5% | -1.9% |
| 30D | -11.3% | +9.1% | -20.4% | -11.7% |
| 3M | -1.4% | -31.5% | +30.2% | -0.5% |
| 6M | +1.2% | +75.8% | -74.6% | -2.0% |
| YTD | +5.9% | +57.9% | -51.9% | +2.7% |
| 1Y | +18.4% | +133.3% | -114.9% | +12.3% |
| 3Y | +271.0% | +204.1% | +66.9% | +240.7% |
| 5Y | +417.9% | -37.5% | +455.5% | +374.9% |
| All | +667.3% | +309.9% | +357.4% | +607.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling