+96.6%
KEEL vs ROIV
+203.5%
-106.9%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -2.1% | -5.2% | -5.8% |
| 7D | +2.7% | +19.0% | -16.3% | -10.3% |
| 30D | +4.6% | +16.1% | -11.6% | -7.3% |
| 3M | -34.5% | +44.1% | -78.6% | -50.0% |
| 6M | +59.3% | +37.8% | +21.4% | +22.8% |
| YTD | +46.4% | +88.7% | -42.3% | -14.9% |
| 1Y | +96.6% | +197.3% | -100.7% | -5.7% |
| All | +96.6% | +203.5% | -106.9% | -5.7% |
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