+116.4%
HPE vs KEEL
-45.0%
+161.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -4.1% | -1.6% | -4.8% |
| 7D | -17.0% | -13.6% | -3.4% | -14.7% |
| 30D | -26.7% | -39.1% | +12.4% | -19.9% |
| 3M | -4.1% | -48.9% | +44.8% | +6.9% |
| 6M | +75.4% | -35.4% | +110.8% | +92.7% |
| YTD | +111.0% | -10.6% | +121.7% | +120.6% |
| 1Y | +116.4% | -45.3% | +161.8% | +133.6% |
| All | +116.4% | -45.0% | +161.4% | +133.6% |
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