+280.1%
KEEL vs IBN
+158.5%
+121.6%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.6% | -6.7% | -7.0% |
| 7D | +2.7% | -5.5% | +8.2% | +5.4% |
| 30D | +4.6% | -3.4% | +8.0% | +6.1% |
| 3M | -34.5% | +8.7% | -43.1% | -37.1% |
| 6M | +59.3% | +3.7% | +55.5% | +56.7% |
| YTD | +46.4% | -2.4% | +48.8% | +48.1% |
| 1Y | +96.6% | -8.1% | +104.7% | +104.0% |
| 3Y | +182.0% | +26.3% | +155.6% | +153.3% |
| 5Y | -38.2% | +54.9% | -93.2% | -47.4% |
| All | +280.1% | +158.5% | +121.6% | +251.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling