+309.9%
KEEL vs BUD
-8.9%
+318.9%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.7% | -0.4% |
| 7D | +19.3% | -1.3% | +20.6% | +19.4% |
| 30D | +9.1% | -6.1% | +15.3% | +9.5% |
| 3M | -31.5% | -3.8% | -27.8% | -31.5% |
| 6M | +75.8% | +8.2% | +67.7% | +74.5% |
| YTD | +57.9% | +23.6% | +34.3% | +55.6% |
| 1Y | +133.3% | +33.4% | +99.9% | +128.5% |
| 3Y | +204.1% | +45.3% | +158.8% | +197.4% |
| 5Y | -37.5% | +44.3% | -81.8% | -40.3% |
| All | +309.9% | -8.9% | +318.9% | -67.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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