+8.0%
HCA vs KEEL
-58.5%
+66.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -21.4% | +20.8% | -1.4% |
| 7D | +6.1% | -28.6% | +34.7% | +5.0% |
| 30D | +17.4% | -52.4% | +69.9% | +14.5% |
| 3M | +24.1% | -58.0% | +82.1% | +20.8% |
| 6M | +18.8% | -53.3% | +72.1% | +15.0% |
| YTD | +9.3% | -29.8% | +39.1% | +6.8% |
| 1Y | +8.0% | -59.4% | +67.3% | +5.6% |
| All | +8.0% | -58.5% | +66.5% | +5.6% |
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 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