-45.3%
KEEL vs AMRZ
-11.5%
-33.8%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +5.2% | -9.3% | -5.7% |
| 7D | -13.6% | +10.3% | -23.9% | -17.1% |
| 30D | -39.1% | +18.7% | -57.8% | -43.5% |
| 3M | -48.9% | -14.6% | -34.3% | -45.0% |
| 6M | -35.4% | -12.9% | -22.5% | -32.1% |
| YTD | -10.6% | -17.4% | +6.7% | -3.6% |
| 1Y | -45.3% | -12.3% | -33.0% | -43.1% |
| All | -45.3% | -11.5% | -33.8% | -43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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