+280.1%
KEEL vs RACE
+179.3%
+100.8%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +1.6% | -8.8% | -8.4% |
| 7D | +2.7% | -2.2% | +4.9% | +4.1% |
| 30D | +4.6% | -0.4% | +5.0% | +4.6% |
| 3M | -34.5% | +17.9% | -52.4% | -42.5% |
| 6M | +59.3% | +19.3% | +40.0% | +38.2% |
| YTD | +46.4% | +11.9% | +34.5% | +31.6% |
| 1Y | +96.6% | -12.7% | +109.3% | +104.3% |
| 3Y | +182.0% | +41.1% | +140.9% | +79.6% |
| 5Y | -38.2% | +94.1% | -132.3% | -67.9% |
| All | +280.1% | +179.3% | +100.8% | +94.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling