-45.3%
KEEL vs AGI
-1.1%
-44.2%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +10.8% | -14.9% | -9.8% |
| 7D | -13.6% | -5.3% | -8.3% | -11.3% |
| 30D | -39.1% | -7.1% | -32.0% | -36.7% |
| 3M | -48.9% | +4.4% | -53.3% | -49.6% |
| 6M | -35.4% | -23.0% | -12.4% | -26.5% |
| YTD | -10.6% | -22.0% | +11.4% | -11.2% |
| 1Y | -45.3% | +0.3% | -45.6% | -63.6% |
| All | -45.3% | -1.1% | -44.2% | -63.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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