+118.9%
HAL vs KEEL
+294.5%
-175.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.8% | -4.4% | -0.8% |
| 7D | -3.3% | +2.9% | -6.2% | -3.4% |
| 30D | +8.2% | +0.8% | +7.3% | +8.0% |
| 3M | -9.4% | -35.3% | +25.9% | -8.6% |
| 6M | +0.6% | +59.4% | -58.7% | -2.2% |
| YTD | +28.6% | +51.9% | -23.3% | +24.8% |
| 1Y | +63.9% | +75.0% | -11.1% | +56.4% |
| 3Y | -7.1% | +224.5% | -231.7% | -16.0% |
| 5Y | +102.3% | -35.9% | +138.2% | +84.0% |
| All | +118.9% | +294.5% | -175.6% | +88.6% |
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