+224.5%
KEEL vs AU
+577.5%
-352.9%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.5% | +3.3% | +3.6% |
| 7D | +2.9% | -4.3% | +7.1% | +4.5% |
| 30D | +0.8% | +7.3% | -6.5% | -1.2% |
| 3M | -35.3% | +26.3% | -61.7% | -40.2% |
| 6M | +59.4% | +1.8% | +57.6% | +56.1% |
| YTD | +51.9% | +26.8% | +25.1% | +40.4% |
| 1Y | +75.0% | +66.7% | +8.3% | +51.9% |
| 3Y | +224.5% | +579.1% | -354.5% | +111.5% |
| All | +224.5% | +577.5% | -352.9% | +111.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling