+96.6%
KEEL vs PRU
+18.5%
+78.1%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +0.8% | -8.0% | -7.5% |
| 7D | +2.7% | -3.8% | +6.5% | +3.9% |
| 30D | +4.6% | -2.0% | +6.6% | +5.0% |
| 3M | -34.5% | +14.0% | -48.4% | -39.6% |
| 6M | +59.3% | +27.2% | +32.0% | +34.0% |
| YTD | +46.4% | +9.1% | +37.3% | +32.1% |
| 1Y | +96.6% | +18.1% | +78.5% | +60.9% |
| All | +96.6% | +18.5% | +78.1% | +60.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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