-55.2%
KEEL vs LII
-30.1%
-25.1%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.1% | -5.7% | -4.8% |
| 7D | -0.5% | +2.9% | -3.5% | -1.0% |
| 30D | -27.1% | +0.9% | -28.0% | -28.0% |
| 3M | -43.8% | -15.5% | -28.3% | -40.8% |
| 6M | -55.2% | -30.2% | -25.0% | -48.2% |
| All | -55.2% | -30.1% | -25.1% | -48.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling