-45.3%
KEEL vs ROIV
+97.8%
-143.1%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +6.1% | -10.2% | -8.5% |
| 7D | -13.6% | +3.0% | -16.6% | -15.5% |
| 30D | -39.1% | +6.8% | -46.0% | -42.1% |
| 3M | -48.9% | +10.5% | -59.4% | -53.4% |
| 6M | -35.4% | +34.8% | -70.2% | -50.5% |
| YTD | -10.6% | +76.2% | -86.8% | -48.1% |
| 1Y | -45.3% | +92.4% | -137.7% | -71.0% |
| All | -45.3% | +97.8% | -143.1% | -71.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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