+224.5%
KEEL vs PNC
+131.1%
+93.4%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.5% | +3.3% | +3.3% |
| 7D | +2.9% | -0.6% | +3.4% | +3.3% |
| 30D | +0.8% | -4.4% | +5.2% | +5.1% |
| 3M | -35.3% | +5.2% | -40.6% | -39.3% |
| 6M | +59.4% | +20.6% | +38.7% | +28.5% |
| YTD | +51.9% | +19.8% | +32.2% | +22.4% |
| 1Y | +75.0% | +24.4% | +50.6% | +34.2% |
| 3Y | +224.5% | +131.2% | +93.3% | +47.9% |
| All | +224.5% | +131.1% | +93.4% | +47.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling