-37.5%
KEEL vs LII
+21.2%
-58.7%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.9% | +1.4% |
| 7D | +19.3% | +0.5% | +18.8% | +18.9% |
| 30D | +9.1% | -11.2% | +20.3% | +19.2% |
| 3M | -31.5% | -28.8% | -2.8% | -13.1% |
| 6M | +75.8% | -26.9% | +102.8% | +117.3% |
| YTD | +57.9% | -22.2% | +80.1% | +83.5% |
| 1Y | +133.3% | -32.0% | +165.3% | +202.8% |
| 3Y | +204.1% | -0.4% | +204.5% | +151.3% |
| 5Y | -37.5% | +22.4% | -60.0% | -58.6% |
| All | -37.5% | +21.2% | -58.7% | -58.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling