+177.6%
KEEL vs AGI
+17.6%
+160.0%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.9% | +5.5% | +4.5% |
| 7D | +7.8% | +0.6% | +7.2% | +7.4% |
| 30D | -11.7% | +18.2% | -29.9% | -18.2% |
| 3M | -41.5% | -4.1% | -37.4% | -40.4% |
| 6M | +54.9% | -28.7% | +83.6% | +81.9% |
| YTD | +47.7% | -4.0% | +51.6% | +43.2% |
| 1Y | +177.6% | +17.4% | +160.2% | +209.5% |
| All | +177.6% | +17.6% | +160.0% | +209.5% |
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