+177.6%
KEEL vs AS
-21.9%
+199.5%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.6% | 0.0% | +1.3% |
| 7D | +7.8% | -4.9% | +12.7% | +11.2% |
| 30D | -11.7% | -19.6% | +7.9% | +1.5% |
| 3M | -41.5% | -14.4% | -27.1% | -37.3% |
| 6M | +54.9% | -20.1% | +75.0% | +76.2% |
| YTD | +47.7% | -20.9% | +68.6% | +65.5% |
| 1Y | +177.6% | -21.9% | +199.5% | +256.1% |
| All | +177.6% | -21.9% | +199.5% | +256.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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