+1,310.7%
HL vs KEEL
+294.5%
+1,016.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.8% | -5.0% | -1.6% |
| 7D | -4.4% | +2.9% | -7.2% | -4.7% |
| 30D | +9.3% | +0.8% | +8.5% | +9.1% |
| 3M | +32.0% | -35.3% | +67.3% | +36.0% |
| 6M | -6.4% | +59.4% | -65.8% | -11.7% |
| YTD | +3.1% | +51.9% | -48.8% | -2.7% |
| 1Y | +77.6% | +75.0% | +2.6% | +63.0% |
| 3Y | +392.8% | +224.5% | +168.3% | +308.3% |
| 5Y | +234.1% | -35.9% | +270.0% | +186.7% |
| All | +1,310.7% | +294.5% | +1,016.2% | +926.1% |
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