+294.5%
KEEL vs FND
+9.8%
+284.7%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.0% | +2.8% | +3.3% |
| 7D | +2.9% | -5.8% | +8.6% | +5.9% |
| 30D | +0.8% | -20.2% | +21.1% | +13.0% |
| 3M | -35.3% | -12.0% | -23.4% | -33.3% |
| 6M | +59.4% | -18.5% | +77.9% | +70.4% |
| YTD | +51.9% | -22.3% | +74.2% | +66.5% |
| 1Y | +75.0% | -47.6% | +122.6% | +136.0% |
| 3Y | +224.5% | -49.8% | +274.3% | +315.8% |
| 5Y | -35.9% | -63.0% | +27.1% | -9.6% |
| All | +294.5% | +9.8% | +284.7% | +452.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 all: compounded portfolio wealth divided by compounded FND 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…
all analysis · Full analysis span regression · 6 months rolling