+294.5%
KEEL vs BB
+13.6%
+280.8%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.7% | +2.1% | +3.2% |
| 7D | +2.9% | -0.4% | +3.3% | +3.1% |
| 30D | +0.8% | -12.5% | +13.4% | +5.8% |
| 3M | -35.3% | -17.4% | -17.9% | -31.2% |
| 6M | +59.4% | +119.1% | -59.8% | +19.4% |
| YTD | +51.9% | +102.4% | -50.5% | +17.5% |
| 1Y | +75.0% | +98.2% | -23.2% | +35.6% |
| 3Y | +224.5% | +46.9% | +177.6% | +159.5% |
| 5Y | -35.9% | -26.4% | -9.5% | -41.2% |
| All | +294.5% | +13.6% | +280.8% | +128.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling