+55.5%
JHX vs KEEL
+169.0%
-113.5%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.6% | -1.0% | +2.3% |
| 7D | +1.5% | +7.8% | -6.2% | +1.0% |
| 30D | +7.2% | -11.7% | +18.9% | +7.8% |
| 3M | +29.9% | -41.5% | +71.4% | +33.6% |
| 6M | +35.4% | +54.9% | -19.5% | +28.5% |
| YTD | +46.5% | +47.7% | -1.2% | +38.6% |
| 1Y | +55.5% | +177.6% | -122.1% | +70.9% |
| All | +55.5% | +169.0% | -113.5% | +70.9% |
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