+177.6%
KEEL vs CPB
-32.6%
+210.2%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -3.4% | +7.0% | +0.1% |
| 7D | +7.8% | -8.6% | +16.4% | -1.2% |
| 30D | -11.7% | -7.2% | -4.5% | -17.6% |
| 3M | -41.5% | +0.9% | -42.4% | -38.6% |
| 6M | +54.9% | -11.8% | +66.7% | +41.8% |
| YTD | +47.7% | -19.4% | +67.1% | +27.2% |
| 1Y | +177.6% | -30.4% | +208.0% | +113.0% |
| All | +177.6% | -32.6% | +210.2% | +113.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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