-45.3%
KEEL vs AEE
+13.9%
-59.2%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.5% | -6.6% | -3.1% |
| 7D | -13.6% | +4.7% | -18.3% | -12.0% |
| 30D | -39.1% | +13.4% | -52.6% | -37.0% |
| 3M | -48.9% | +4.1% | -53.0% | -47.9% |
| 6M | -35.4% | +2.0% | -37.4% | -32.9% |
| YTD | -10.6% | +15.6% | -26.3% | -15.0% |
| 1Y | -45.3% | +14.1% | -59.4% | -46.0% |
| All | -45.3% | +13.9% | -59.2% | -46.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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