+51.2%
JNJ vs KEEL
-45.0%
+96.2%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -4.1% | +7.9% | +3.6% |
| 7D | +1.9% | -13.6% | +15.5% | +1.4% |
| 30D | +9.2% | -39.1% | +48.4% | +7.2% |
| 3M | +8.9% | -48.9% | +57.8% | +6.5% |
| 6M | +24.6% | -35.4% | +60.0% | +21.9% |
| YTD | +35.7% | -10.6% | +46.3% | +33.4% |
| 1Y | +51.2% | -45.3% | +96.5% | +48.1% |
| All | +51.2% | -45.0% | +96.2% | +48.1% |
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