+48.6%
JBL vs KEEL
+89.9%
-41.3%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +3.8% | +1.3% | +4.4% |
| 7D | +2.4% | +2.9% | -0.5% | +1.8% |
| 30D | -13.1% | +0.8% | -14.0% | -13.6% |
| 3M | -15.6% | -35.3% | +19.7% | -11.0% |
| 6M | +24.6% | +59.4% | -34.8% | +15.4% |
| YTD | +39.6% | +51.9% | -12.3% | +28.1% |
| 1Y | +48.6% | +75.0% | -26.4% | +40.2% |
| All | +48.6% | +89.9% | -41.3% | +40.2% |
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