-45.3%
KEEL vs HAS
+66.3%
-111.6%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +3.1% | -7.2% | -4.4% |
| 7D | -13.6% | +2.4% | -16.0% | -13.8% |
| 30D | -39.1% | +31.6% | -70.7% | -41.4% |
| 3M | -48.9% | +33.9% | -82.8% | -51.2% |
| 6M | -35.4% | +31.4% | -66.8% | -38.2% |
| YTD | -10.6% | +51.6% | -62.3% | -21.3% |
| 1Y | -45.3% | +65.2% | -110.5% | -50.9% |
| All | -45.3% | +66.3% | -111.6% | -50.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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