+177.6%
KEEL vs DOC
+23.9%
+153.7%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.8% | +5.4% | +4.5% |
| 7D | +7.8% | -1.5% | +9.2% | +8.5% |
| 30D | -11.7% | -4.8% | -6.9% | -9.6% |
| 3M | -41.5% | +6.9% | -48.4% | -45.1% |
| 6M | +54.9% | +20.7% | +34.2% | +30.2% |
| YTD | +47.7% | +34.1% | +13.5% | +22.6% |
| 1Y | +177.6% | +22.6% | +155.0% | +176.7% |
| All | +177.6% | +23.9% | +153.7% | +176.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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