Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • KEEL vs IDXX✓SelectedUSD · IDXXKEEL vs IDXX performance historyLatest closeAs of+3.58%09/04
Stock and ETF performance explorer

KEEL vs IDXX

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+177.6%
IDXX return
-16.0%
Excess return
+193.6%
Maximum drawdown
-73.6%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioIDXXExcessAlpha
1D+3.6%+1.2%+2.4%+3.4%
7D+7.8%-3.5%+11.3%+8.5%
30D-11.7%-8.4%-3.3%-10.2%
3M-41.5%-5.2%-36.3%-41.8%
6M+54.9%-17.5%+72.4%+68.8%
YTD+47.7%-20.9%+68.5%+66.0%
1Y+177.6%-16.4%+194.0%+206.2%
All+177.6%-16.0%+193.6%+206.2%

Cumulative growth

Daily Returns

Daily percentage return beside IDXX.

Daily Out/Under-Performance

Portfolio return minus IDXX return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × IDXX 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 IDXX 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