-38.5%
KEEL vs DOC
+20.8%
-59.2%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.3% | -4.5% | -5.2% |
| 7D | +18.2% | 0.0% | +18.2% | +18.3% |
| 30D | -32.1% | +6.6% | -38.6% | -34.3% |
| 3M | -44.9% | -1.1% | -43.8% | -44.4% |
| 6M | -52.1% | +4.8% | -56.9% | -55.1% |
| YTD | -17.0% | +32.1% | -49.1% | -33.6% |
| 1Y | -38.5% | +21.9% | -60.3% | -49.3% |
| All | -38.5% | +20.8% | -59.2% | -49.3% |
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