+75.0%
KEEL vs HAS
+21.6%
+53.4%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.5% | +2.2% | +3.5% |
| 7D | +2.9% | -1.1% | +4.0% | +3.1% |
| 30D | +0.8% | -2.8% | +3.7% | +1.4% |
| 3M | -35.3% | +10.1% | -45.4% | -38.3% |
| 6M | +59.4% | -1.4% | +60.7% | +57.5% |
| YTD | +51.9% | +14.2% | +37.7% | +47.6% |
| 1Y | +75.0% | +18.2% | +56.8% | +51.0% |
| All | +75.0% | +21.6% | +53.4% | +51.0% |
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