+177.6%
KEEL vs ROIV
+177.7%
-0.1%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.5% | +2.1% | +2.3% |
| 7D | +7.8% | +0.6% | +7.1% | +7.3% |
| 30D | -11.7% | +1.0% | -12.7% | -12.7% |
| 3M | -41.5% | +18.3% | -59.8% | -48.5% |
| 6M | +54.9% | +18.3% | +36.6% | +32.8% |
| YTD | +47.7% | +61.0% | -13.3% | -6.9% |
| 1Y | +177.6% | +177.9% | -0.3% | +1.9% |
| All | +177.6% | +177.7% | -0.1% | +1.9% |
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