+224.5%
KEEL vs BHP
+71.6%
+153.0%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.2% | +4.0% | +4.0% |
| 7D | +2.9% | -3.6% | +6.5% | +7.4% |
| 30D | +0.8% | -1.2% | +2.0% | +2.5% |
| 3M | -35.3% | +1.2% | -36.5% | -36.4% |
| 6M | +59.4% | +21.4% | +38.0% | +30.4% |
| YTD | +51.9% | +50.4% | +1.5% | -0.9% |
| 1Y | +75.0% | +67.5% | +7.5% | +2.0% |
| 3Y | +224.5% | +72.8% | +151.7% | +68.5% |
| All | +224.5% | +71.6% | +153.0% | +68.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 3y: compounded portfolio wealth divided by compounded BHP 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…
3y analysis · Full analysis span regression · 6 months rolling