+75.0%
KEEL vs QSR
+28.6%
+46.4%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.6% | +3.2% | +4.1% |
| 7D | +2.9% | -4.0% | +6.9% | +1.0% |
| 30D | +0.8% | +2.8% | -1.9% | +2.4% |
| 3M | -35.3% | +5.1% | -40.4% | -32.8% |
| 6M | +59.4% | +8.8% | +50.6% | +66.6% |
| YTD | +51.9% | +14.8% | +37.1% | +62.5% |
| 1Y | +75.0% | +25.7% | +49.3% | +92.5% |
| All | +75.0% | +28.6% | +46.4% | +92.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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