+294.5%
KEEL vs BIDU
-4.1%
+298.5%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.9% | +2.9% | +3.3% |
| 7D | +2.9% | -8.1% | +11.0% | +7.5% |
| 30D | +0.8% | -12.8% | +13.7% | +9.2% |
| 3M | -35.3% | -21.3% | -14.0% | -26.0% |
| 6M | +59.4% | -27.0% | +86.3% | +90.8% |
| YTD | +51.9% | -30.0% | +82.0% | +86.5% |
| 1Y | +75.0% | -18.3% | +93.3% | +98.6% |
| 3Y | +224.5% | -33.8% | +258.4% | +288.5% |
| 5Y | -35.9% | -44.3% | +8.4% | -17.6% |
| All | +294.5% | -4.1% | +298.5% | +310.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 10y: compounded portfolio wealth divided by compounded BIDU 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…
10y analysis · Full analysis span regression · 6 months rolling