-37.5%
KEEL vs ACWI
+67.2%
-104.8%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | +1.4% |
| 7D | +19.3% | 0.0% | +19.3% | +19.4% |
| 30D | +9.1% | -0.6% | +9.7% | +12.0% |
| 3M | -31.5% | +4.3% | -35.8% | -38.8% |
| 6M | +75.8% | +12.7% | +63.1% | +27.9% |
| YTD | +57.9% | +13.9% | +43.9% | +14.8% |
| 1Y | +133.3% | +20.5% | +112.8% | +47.4% |
| 3Y | +204.1% | +76.5% | +127.6% | -33.8% |
| 5Y | -37.5% | +67.5% | -105.1% | -75.3% |
| All | -37.5% | +67.2% | -104.8% | -75.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 5y: compounded portfolio wealth divided by compounded ACWI 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…
5y analysis · Full analysis span regression · 6 months rolling