+177.6%
KEEL vs INDA
-5.0%
+182.6%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | 0.0% | +3.6% | +3.6% |
| 7D | +7.8% | +0.7% | +7.1% | +6.4% |
| 30D | -11.7% | -0.8% | -10.9% | -10.2% |
| 3M | -41.5% | +3.9% | -45.4% | -44.9% |
| 6M | +54.9% | -0.7% | +55.6% | +58.9% |
| YTD | +47.7% | -7.7% | +55.3% | +78.1% |
| 1Y | +177.6% | -5.1% | +182.7% | +203.5% |
| All | +177.6% | -5.0% | +182.6% | +203.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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