-45.3%
KEEL vs AEIS
+6.2%
-51.6%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -11.1% | +7.0% | +4.5% |
| 7D | -13.6% | -12.7% | -0.9% | -3.9% |
| 30D | -39.1% | -28.8% | -10.3% | -21.2% |
| 3M | -48.9% | -38.0% | -10.9% | -26.5% |
| 6M | -35.4% | -45.3% | +9.9% | -3.1% |
| YTD | -10.6% | +1.1% | -11.8% | -18.4% |
| 1Y | -45.3% | +8.6% | -53.9% | -53.1% |
| All | -45.3% | +6.2% | -51.6% | -53.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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