-55.2%
KEEL vs ROIV
+34.9%
-90.0%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.2% | -3.5% | -3.9% |
| 7D | -0.5% | +1.7% | -2.2% | -1.3% |
| 30D | -27.1% | +17.6% | -44.6% | -32.1% |
| 3M | -43.8% | +9.0% | -52.8% | -45.9% |
| 6M | -55.2% | +35.3% | -90.5% | -57.1% |
| All | -55.2% | +34.9% | -90.0% | -57.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling