-18.5%
JD vs KEEL
+89.9%
-108.4%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.8% | -3.6% | -0.1% |
| 7D | -4.2% | +2.9% | -7.1% | -4.5% |
| 30D | -14.4% | +0.8% | -15.2% | -14.7% |
| 3M | -3.6% | -35.3% | +31.8% | -1.2% |
| 6M | -0.3% | +59.4% | -59.7% | -8.8% |
| YTD | -2.4% | +51.9% | -54.3% | -11.0% |
| 1Y | -18.5% | +75.0% | -93.5% | -32.4% |
| All | -18.5% | +89.9% | -108.4% | -32.4% |
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