+177.6%
KEEL vs PEG
-7.0%
+184.6%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.1% | +3.7% | +3.7% |
| 7D | +7.8% | +0.7% | +7.1% | +7.3% |
| 30D | -11.7% | -2.4% | -9.3% | -10.2% |
| 3M | -41.5% | -4.8% | -36.7% | -40.4% |
| 6M | +54.9% | -10.7% | +65.6% | +67.9% |
| YTD | +47.7% | -6.7% | +54.3% | +51.1% |
| 1Y | +177.6% | -6.8% | +184.4% | +201.9% |
| All | +177.6% | -7.0% | +184.6% | +201.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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