+503.6%
IBKR vs KEEL
-34.6%
+538.2%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.8% | -1.6% | +1.7% |
| 7D | -1.3% | +2.9% | -4.2% | -1.8% |
| 30D | -0.2% | +0.8% | -1.1% | -0.7% |
| 3M | +3.0% | -35.3% | +38.3% | +6.7% |
| 6M | +33.9% | +59.4% | -25.5% | +24.0% |
| YTD | +42.5% | +51.9% | -9.4% | +31.7% |
| 1Y | +44.9% | +75.0% | -30.1% | +29.4% |
| 3Y | +293.0% | +224.5% | +68.5% | +205.4% |
| All | +503.6% | -34.6% | +538.2% | +424.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling