+239.1%
KEEL vs RACE
+39.5%
+199.6%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.0% | +8.5% | +7.9% |
| 7D | +21.5% | -1.0% | +22.5% | +21.9% |
| 30D | -3.9% | -1.5% | -2.3% | -3.3% |
| 3M | -34.1% | +15.5% | -49.6% | -37.8% |
| 6M | +82.8% | +17.3% | +65.5% | +71.0% |
| YTD | +58.7% | +11.1% | +47.6% | +51.1% |
| 1Y | +191.4% | -14.3% | +205.7% | +202.5% |
| All | +239.1% | +39.5% | +199.6% | +138.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling