+224.5%
KEEL vs HDB
-26.2%
+250.8%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +6.9% | -3.1% | +0.5% |
| 7D | +2.9% | +0.7% | +2.2% | +2.4% |
| 30D | +0.8% | +1.0% | -0.1% | 0.0% |
| 3M | -35.3% | -2.0% | -33.4% | -36.3% |
| 6M | +59.4% | -18.1% | +77.5% | +74.0% |
| YTD | +51.9% | -36.1% | +88.0% | +90.2% |
| 1Y | +75.0% | -34.0% | +109.0% | +115.8% |
| 3Y | +224.5% | -26.7% | +251.2% | +275.2% |
| All | +224.5% | -26.2% | +250.8% | +275.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 3y: compounded portfolio wealth divided by compounded HDB 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…
3y analysis · Full analysis span regression · 6 months rolling