+75.8%
KEEL vs BEN
+36.2%
+39.6%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | +1.1% |
| 7D | +19.3% | +3.4% | +15.9% | +15.1% |
| 30D | +9.1% | +1.8% | +7.3% | +7.4% |
| 3M | -31.5% | +8.4% | -39.9% | -35.4% |
| 6M | +75.8% | +35.6% | +40.2% | +35.8% |
| All | +75.8% | +36.2% | +39.6% | +35.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling