+177.6%
KEEL vs IBN
-4.0%
+181.6%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.7% | +4.3% | +4.2% |
| 7D | +7.8% | +1.4% | +6.4% | +6.4% |
| 30D | -11.7% | -0.3% | -11.4% | -11.5% |
| 3M | -41.5% | +17.1% | -58.6% | -49.0% |
| 6M | +54.9% | +3.4% | +51.5% | +46.7% |
| YTD | +47.7% | +2.5% | +45.1% | +43.1% |
| 1Y | +177.6% | -4.2% | +181.8% | +194.1% |
| All | +177.6% | -4.0% | +181.6% | +194.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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