+177.6%
KEEL vs BDX
+27.3%
+150.3%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.5% | +5.1% | +2.6% |
| 7D | +7.8% | -2.5% | +10.3% | +6.1% |
| 30D | -11.7% | +8.3% | -20.0% | -7.0% |
| 3M | -41.5% | +24.4% | -65.9% | -33.2% |
| 6M | +54.9% | +9.2% | +45.7% | +73.6% |
| YTD | +47.7% | +22.7% | +24.9% | +73.1% |
| 1Y | +177.6% | +25.9% | +151.7% | +254.8% |
| All | +177.6% | +27.3% | +150.3% | +254.8% |
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