+75.0%
KEEL vs CDW
-8.5%
+83.5%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +7.8% | -4.1% | +4.5% |
| 7D | +2.9% | +0.9% | +2.0% | +2.9% |
| 30D | +0.8% | +13.1% | -12.2% | +2.0% |
| 3M | -35.3% | +19.7% | -55.0% | -34.0% |
| 6M | +59.4% | +30.7% | +28.7% | +57.9% |
| YTD | +51.9% | +14.7% | +37.2% | +55.2% |
| 1Y | +75.0% | -5.3% | +80.3% | +76.3% |
| All | +75.0% | -8.5% | +83.5% | +76.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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