+212.7%
KEEL vs ACI
-45.8%
+258.5%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -1.3% | -6.0% | -7.3% |
| 7D | +2.7% | -7.1% | +9.8% | +2.2% |
| 30D | +4.6% | -4.5% | +9.0% | +4.3% |
| 3M | -34.5% | -22.3% | -12.2% | -33.2% |
| 6M | +59.3% | -28.4% | +87.7% | +63.5% |
| YTD | +46.4% | -29.5% | +75.9% | +49.8% |
| 1Y | +96.6% | -34.2% | +130.8% | +106.7% |
| All | +212.7% | -45.8% | +258.5% | +248.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 3y: compounded portfolio wealth divided by compounded ACI 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…
3y analysis · Full analysis span regression · 6 months rolling