+133.3%
KEEL vs HTZ
-65.3%
+198.6%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.3% | +4.7% | +0.4% |
| 7D | +19.3% | -10.4% | +29.7% | +21.4% |
| 30D | +9.1% | -2.4% | +11.5% | +9.0% |
| 3M | -31.5% | -60.9% | +29.3% | -21.6% |
| 6M | +75.8% | -50.2% | +126.1% | +97.5% |
| YTD | +57.9% | -59.7% | +117.6% | +80.1% |
| 1Y | +133.3% | -66.0% | +199.3% | +176.6% |
| All | +133.3% | -65.3% | +198.6% | +176.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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