+124.7%
HAL vs KEEL
+312.2%
-187.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +7.5% | -8.2% | -1.0% |
| 7D | +0.5% | +21.5% | -21.0% | -0.2% |
| 30D | +15.9% | -3.9% | +19.8% | +15.9% |
| 3M | -8.7% | -34.1% | +25.4% | -7.9% |
| 6M | +9.0% | +82.8% | -73.8% | +5.5% |
| YTD | +32.0% | +58.7% | -26.7% | +28.0% |
| 1Y | +72.5% | +191.4% | -118.9% | +61.1% |
| 3Y | -4.5% | +205.7% | -210.3% | -13.5% |
| 5Y | +109.7% | -37.0% | +146.7% | +90.5% |
| All | +124.7% | +312.2% | -187.4% | +93.4% |
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