-45.3%
KEEL vs BDX
+54.0%
-99.3%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +5.6% | -9.7% | -0.3% |
| 7D | -13.6% | +7.2% | -20.8% | -9.2% |
| 30D | -39.1% | +15.8% | -54.9% | -32.4% |
| 3M | -48.9% | +23.7% | -72.6% | -40.5% |
| 6M | -35.4% | +44.8% | -80.2% | -18.5% |
| YTD | -10.6% | +39.8% | -50.4% | +14.9% |
| 1Y | -45.3% | +52.3% | -97.6% | -16.4% |
| All | -45.3% | +54.0% | -99.3% | -16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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