+224.5%
KEEL vs IBN
+27.4%
+197.1%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.9% | +1.9% | +2.4% |
| 7D | +2.9% | -3.0% | +5.9% | +5.1% |
| 30D | +0.8% | -1.5% | +2.4% | +1.7% |
| 3M | -35.3% | +7.9% | -43.3% | -39.1% |
| 6M | +59.4% | +8.6% | +50.7% | +49.7% |
| YTD | +51.9% | -0.6% | +52.5% | +51.6% |
| 1Y | +75.0% | -7.3% | +82.3% | +82.4% |
| 3Y | +224.5% | +26.2% | +198.3% | +151.7% |
| All | +224.5% | +27.4% | +197.1% | +151.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling