+129.2%
HPE vs KEEL
+169.0%
-39.8%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +3.6% | -8.1% | -5.0% |
| 7D | -0.6% | +7.8% | -8.4% | -1.7% |
| 30D | -2.3% | -11.7% | +9.4% | -1.2% |
| 3M | -2.9% | -41.5% | +38.6% | +2.4% |
| 6M | +143.6% | +54.9% | +88.7% | +131.7% |
| YTD | +118.5% | +47.7% | +70.9% | +106.7% |
| 1Y | +129.2% | +177.6% | -48.4% | +114.7% |
| All | +129.2% | +169.0% | -39.8% | +114.7% |
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