+224.5%
KEEL vs HRB
+25.9%
+198.7%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.5% | +3.2% | +3.8% |
| 7D | +2.9% | -8.0% | +10.9% | +2.4% |
| 30D | +0.8% | -16.0% | +16.8% | -0.1% |
| 3M | -35.3% | +26.9% | -62.2% | -35.9% |
| 6M | +59.4% | +51.1% | +8.3% | +51.8% |
| YTD | +51.9% | +7.1% | +44.9% | +59.7% |
| 1Y | +75.0% | -9.6% | +84.6% | +93.8% |
| 3Y | +224.5% | +25.4% | +199.1% | +215.7% |
| All | +224.5% | +25.9% | +198.7% | +215.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling