+177.6%
KEEL vs JAAA
+4.9%
+172.7%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.1% | +3.5% | +2.4% |
| 7D | +7.8% | +0.2% | +7.6% | +5.0% |
| 30D | -11.7% | +0.5% | -12.2% | -18.5% |
| 3M | -41.5% | +1.3% | -42.8% | -52.8% |
| 6M | +54.9% | +2.7% | +52.2% | -4.3% |
| YTD | +47.7% | +3.2% | +44.5% | -8.0% |
| 1Y | +177.6% | +4.9% | +172.7% | +71.8% |
| All | +177.6% | +4.9% | +172.7% | +71.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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