+177.6%
KEEL vs HRB
+1.1%
+176.5%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -4.0% | +7.6% | +2.1% |
| 7D | +7.8% | -5.7% | +13.4% | +5.5% |
| 30D | -11.7% | +7.9% | -19.6% | -8.9% |
| 3M | -41.5% | +32.1% | -73.6% | -34.4% |
| 6M | +54.9% | +62.2% | -7.3% | +78.8% |
| YTD | +47.7% | +16.4% | +31.3% | +64.6% |
| 1Y | +177.6% | -0.3% | +177.9% | +204.8% |
| All | +177.6% | +1.1% | +176.5% | +204.8% |
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