-45.3%
KEEL vs BTG
+24.4%
-69.7%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +8.7% | -12.8% | -8.8% |
| 7D | -13.6% | -0.2% | -13.4% | -13.8% |
| 30D | -39.1% | -0.8% | -38.4% | -39.1% |
| 3M | -48.9% | +31.8% | -80.7% | -56.3% |
| 6M | -35.4% | +20.4% | -55.8% | -43.2% |
| YTD | -10.6% | +14.7% | -25.4% | -26.2% |
| 1Y | -45.3% | +29.4% | -74.7% | -62.0% |
| All | -45.3% | +24.4% | -69.7% | -62.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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