+177.6%
KEEL vs BEN
+42.6%
+135.0%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.5% | +0.1% | +0.3% |
| 7D | +7.8% | +0.2% | +7.5% | +7.6% |
| 30D | -11.7% | -0.5% | -11.2% | -11.1% |
| 3M | -41.5% | +9.7% | -51.2% | -45.2% |
| 6M | +54.9% | +33.9% | +21.0% | +23.2% |
| YTD | +47.7% | +49.0% | -1.3% | +10.0% |
| 1Y | +177.6% | +42.1% | +135.5% | +125.1% |
| All | +177.6% | +42.6% | +135.0% | +125.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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