+177.6%
KEEL vs AU
+100.5%
+77.1%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.3% | +5.9% | +4.7% |
| 7D | +7.8% | -3.6% | +11.4% | +9.8% |
| 30D | -11.7% | +23.9% | -35.6% | -20.4% |
| 3M | -41.5% | +19.1% | -60.6% | -46.6% |
| 6M | +54.9% | -0.2% | +55.1% | +49.9% |
| YTD | +47.7% | +32.5% | +15.2% | +26.2% |
| 1Y | +177.6% | +96.9% | +80.7% | +202.7% |
| All | +177.6% | +100.5% | +77.1% | +202.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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