+177.6%
KEEL vs RMD
-14.6%
+192.2%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.4% | +3.9% | +3.4% |
| 7D | +7.8% | -5.0% | +12.7% | +5.6% |
| 30D | -11.7% | +2.2% | -13.9% | -10.2% |
| 3M | -41.5% | +17.8% | -59.3% | -38.1% |
| 6M | +54.9% | -11.3% | +66.2% | +76.0% |
| YTD | +47.7% | -4.4% | +52.1% | +68.4% |
| 1Y | +177.6% | -15.7% | +193.3% | +241.1% |
| All | +177.6% | -14.6% | +192.2% | +241.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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