+36.1%
JCI vs KEEL
+169.0%
-132.9%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.6% | -1.7% | +1.7% |
| 7D | +3.8% | +7.8% | -3.9% | +3.3% |
| 30D | -5.7% | -11.7% | +6.0% | -5.2% |
| 3M | -1.4% | -41.5% | +40.1% | +0.8% |
| 6M | +4.1% | +54.9% | -50.8% | +0.3% |
| YTD | +21.7% | +47.7% | -25.9% | +16.8% |
| 1Y | +36.1% | +177.6% | -141.5% | +34.8% |
| All | +36.1% | +169.0% | -132.9% | +34.8% |
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 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