-28.5%
KEEL vs DOC
+21.6%
-50.1%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.2% | -4.4% | -4.5% |
| 7D | -0.5% | -0.9% | +0.3% | -0.1% |
| 30D | -27.1% | +7.7% | -34.8% | -29.9% |
| 3M | -43.8% | -2.0% | -41.8% | -42.9% |
| 6M | -55.2% | +5.9% | -61.0% | -58.3% |
| YTD | -20.9% | +31.8% | -52.7% | -35.2% |
| 1Y | -28.5% | +22.5% | -51.0% | -40.6% |
| All | -28.5% | +21.6% | -50.1% | -40.6% |
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