+1,095.1%
JBL vs KEEL
+294.5%
+800.6%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +3.8% | +1.3% | +4.8% |
| 7D | +2.4% | +2.9% | -0.5% | +2.2% |
| 30D | -13.1% | +0.8% | -14.0% | -13.3% |
| 3M | -15.6% | -35.3% | +19.7% | -13.5% |
| 6M | +24.6% | +59.4% | -34.8% | +19.7% |
| YTD | +39.6% | +51.9% | -12.3% | +33.8% |
| 1Y | +48.6% | +75.0% | -26.4% | +39.5% |
| 3Y | +197.3% | +224.5% | -27.3% | +157.8% |
| 5Y | +413.0% | -35.9% | +448.9% | +352.9% |
| All | +1,095.1% | +294.5% | +800.6% | +892.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling