-28.5%
KEEL vs LII
-26.1%
-2.4%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.1% | -5.7% | -5.1% |
| 7D | -0.5% | +2.9% | -3.5% | -1.6% |
| 30D | -27.1% | +0.9% | -28.0% | -28.4% |
| 3M | -43.8% | -15.5% | -28.3% | -39.5% |
| 6M | -55.2% | -30.2% | -25.0% | -47.0% |
| YTD | -20.9% | -26.8% | +6.0% | -9.6% |
| 1Y | -28.5% | -25.3% | -3.2% | -17.8% |
| All | -28.5% | -26.1% | -2.4% | -17.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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