+37.0%
HPQ vs KEEL
+197.5%
-160.5%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +3.8% | +4.6% | +8.2% |
| 7D | +9.8% | +2.9% | +6.9% | +9.5% |
| 30D | +22.4% | +0.8% | +21.5% | +21.9% |
| 3M | +45.2% | -35.3% | +80.5% | +48.0% |
| 6M | +96.4% | +59.4% | +37.1% | +85.3% |
| YTD | +65.4% | +51.9% | +13.5% | +55.2% |
| 1Y | +31.6% | +75.0% | -43.4% | +20.4% |
| 3Y | +37.0% | +224.5% | -187.5% | +15.8% |
| All | +37.0% | +197.5% | -160.5% | +15.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling