+177.6%
KEEL vs PNC
+23.0%
+154.6%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.2% | +3.4% | +3.5% |
| 7D | +7.8% | +1.4% | +6.4% | +7.2% |
| 30D | -11.7% | -3.8% | -7.9% | -10.3% |
| 3M | -41.5% | +9.0% | -50.5% | -44.2% |
| 6M | +54.9% | +16.6% | +38.3% | +40.3% |
| YTD | +47.7% | +20.4% | +27.2% | +33.1% |
| 1Y | +177.6% | +22.3% | +155.3% | +107.0% |
| All | +177.6% | +23.0% | +154.6% | +107.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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