-45.3%
KEEL vs ITOT
+14.7%
-60.0%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.5% | -5.7% | -10.7% |
| 7D | -13.6% | -0.7% | -12.9% | -10.7% |
| 30D | -39.1% | -1.1% | -38.0% | -35.2% |
| 3M | -48.9% | -0.8% | -48.1% | -45.9% |
| 6M | -35.4% | +7.0% | -42.4% | -49.8% |
| YTD | -10.6% | +13.3% | -24.0% | -41.6% |
| 1Y | -45.3% | +14.8% | -60.1% | -65.6% |
| All | -45.3% | +14.7% | -60.0% | -65.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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