-45.3%
KEEL vs IBN
+4.2%
-49.5%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +3.8% | -7.9% | -6.6% |
| 7D | -13.6% | +8.9% | -22.5% | -19.0% |
| 30D | -39.1% | +12.6% | -51.8% | -45.2% |
| 3M | -48.9% | +3.1% | -52.0% | -50.0% |
| 6M | -35.4% | +20.6% | -56.0% | -46.3% |
| YTD | -10.6% | +5.8% | -16.4% | -16.3% |
| 1Y | -45.3% | +3.7% | -49.0% | -48.2% |
| All | -45.3% | +4.2% | -49.5% | -48.2% |
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