+177.6%
KEEL vs EXR
+1.1%
+176.5%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.2% | +4.8% | +3.7% |
| 7D | +7.8% | -2.6% | +10.3% | +7.9% |
| 30D | -11.7% | -7.2% | -4.5% | -11.3% |
| 3M | -41.5% | -3.5% | -38.0% | -42.7% |
| 6M | +54.9% | -5.3% | +60.2% | +48.8% |
| YTD | +47.7% | +9.4% | +38.3% | +36.6% |
| 1Y | +177.6% | +1.3% | +176.3% | +175.2% |
| All | +177.6% | +1.1% | +176.5% | +175.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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