+309.9%
KEEL vs BEN
+75.8%
+234.1%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | +0.6% |
| 7D | +19.3% | +3.4% | +15.9% | +16.5% |
| 30D | +9.1% | +1.8% | +7.3% | +7.9% |
| 3M | -31.5% | +8.4% | -39.9% | -34.9% |
| 6M | +75.8% | +35.6% | +40.2% | +42.0% |
| YTD | +57.9% | +46.4% | +11.5% | +20.7% |
| 1Y | +133.3% | +46.3% | +87.0% | +78.7% |
| 3Y | +204.1% | +54.6% | +149.5% | +123.6% |
| 5Y | -37.5% | +39.4% | -76.9% | -49.2% |
| All | +309.9% | +75.8% | +234.1% | +201.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling