-45.3%
KEEL vs HRB
+16.9%
-62.2%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +4.4% | -8.5% | -2.3% |
| 7D | -13.6% | +16.0% | -29.6% | -7.8% |
| 30D | -39.1% | +32.1% | -71.2% | -31.4% |
| 3M | -48.9% | +21.5% | -70.4% | -43.8% |
| 6M | -35.4% | +82.1% | -117.5% | -21.2% |
| YTD | -10.6% | +31.6% | -42.2% | +6.2% |
| 1Y | -45.3% | +15.9% | -61.2% | -37.6% |
| All | -45.3% | +16.9% | -62.2% | -37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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