+177.6%
KEEL vs BB
+105.3%
+72.3%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | 0.0% | +3.6% | +3.6% |
| 7D | +7.8% | -5.6% | +13.4% | +10.8% |
| 30D | -11.7% | -11.8% | +0.1% | -6.5% |
| 3M | -41.5% | -25.5% | -16.0% | -32.5% |
| 6M | +54.9% | +121.3% | -66.4% | +3.0% |
| YTD | +47.7% | +103.2% | -55.5% | +2.8% |
| 1Y | +177.6% | +102.6% | +75.0% | +134.4% |
| All | +177.6% | +105.3% | +72.3% | +134.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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