+309.9%
KEEL vs RMD
+75.6%
+234.3%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.3% |
| 7D | +19.3% | -4.7% | +24.0% | +21.8% |
| 30D | +9.1% | +0.2% | +8.9% | +8.5% |
| 3M | -31.5% | +12.0% | -43.6% | -37.4% |
| 6M | +75.8% | -12.5% | +88.4% | +82.8% |
| YTD | +57.9% | -7.9% | +65.8% | +58.5% |
| 1Y | +133.3% | -20.4% | +153.7% | +152.9% |
| 3Y | +204.1% | +53.1% | +151.0% | +115.3% |
| 5Y | -37.5% | -22.1% | -15.4% | -35.7% |
| All | +309.9% | +75.6% | +234.3% | -14.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling