+177.6%
KEEL vs AZO
-28.9%
+206.5%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.5% | +3.1% | +3.8% |
| 7D | +7.8% | +0.7% | +7.0% | +8.0% |
| 30D | -11.7% | -2.7% | -9.0% | -12.3% |
| 3M | -41.5% | -3.2% | -38.3% | -41.4% |
| 6M | +54.9% | -19.7% | +74.7% | +56.8% |
| YTD | +47.7% | -12.0% | +59.7% | +59.1% |
| 1Y | +177.6% | -29.5% | +207.1% | +216.2% |
| All | +177.6% | -28.9% | +206.5% | +216.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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