+75.0%
KEEL vs EXR
-0.7%
+75.7%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.9% | +2.9% | +3.7% |
| 7D | +2.9% | -1.2% | +4.0% | +2.9% |
| 30D | +0.8% | -6.2% | +7.1% | +1.1% |
| 3M | -35.3% | -7.4% | -27.9% | -35.5% |
| 6M | +59.4% | -0.5% | +59.9% | +50.4% |
| YTD | +51.9% | +8.1% | +43.8% | +40.6% |
| 1Y | +75.0% | -2.9% | +77.9% | +61.3% |
| All | +75.0% | -0.7% | +75.7% | +61.3% |
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