-5.0%
KEEL vs AAOX
-89.3%
+84.3%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAOX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -15.0% | +10.8% | -1.2% |
| 7D | -13.6% | -50.3% | +36.7% | -1.7% |
| 30D | -39.1% | -79.8% | +40.7% | -20.5% |
| 3M | -48.9% | -85.9% | +37.0% | -31.1% |
| 6M | -35.4% | -95.7% | +60.3% | -13.9% |
| All | -5.0% | -89.3% | +84.3% | +24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AAOX.
Daily Out/Under-Performance
Portfolio return minus AAOX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAOX 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 AAOX 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