+280.1%
KEEL vs AEE
+70.0%
+210.2%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -1.2% | -6.1% | -7.2% |
| 7D | +2.7% | -0.7% | +3.4% | +2.8% |
| 30D | +4.6% | -2.0% | +6.5% | +4.8% |
| 3M | -34.5% | -2.8% | -31.6% | -34.4% |
| 6M | +59.3% | -3.6% | +62.8% | +59.5% |
| YTD | +46.4% | +7.3% | +39.1% | +44.6% |
| 1Y | +96.6% | +8.7% | +87.9% | +94.1% |
| 3Y | +182.0% | +46.0% | +136.0% | +169.8% |
| 5Y | -38.2% | +39.8% | -78.0% | -40.5% |
| All | +280.1% | +70.0% | +210.2% | +366.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling