+294.5%
KEEL vs PNC
+149.8%
+144.7%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.5% | +3.3% | +3.5% |
| 7D | +2.9% | -0.6% | +3.4% | +3.1% |
| 30D | +0.8% | -4.4% | +5.2% | +3.2% |
| 3M | -35.3% | +5.2% | -40.6% | -37.4% |
| 6M | +59.4% | +20.6% | +38.7% | +42.9% |
| YTD | +51.9% | +19.8% | +32.2% | +36.7% |
| 1Y | +75.0% | +24.4% | +50.6% | +53.9% |
| 3Y | +224.5% | +131.2% | +93.3% | +120.4% |
| 5Y | -35.9% | +53.1% | -89.0% | -49.6% |
| All | +294.5% | +149.8% | +144.7% | +428.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling