-45.3%
KEEL vs MUB
+0.1%
-45.4%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.4% | -4.6% | -5.6% |
| 7D | -13.6% | +0.6% | -14.2% | -15.4% |
| 30D | -39.1% | +3.2% | -42.3% | -46.7% |
| 3M | -48.9% | -1.1% | -47.9% | -42.4% |
| 6M | -35.4% | -1.1% | -34.3% | -26.3% |
| YTD | -10.6% | -0.5% | -10.2% | -3.4% |
| 1Y | -45.3% | 0.0% | -45.3% | -42.7% |
| All | -45.3% | +0.1% | -45.4% | -42.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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