+177.6%
KEEL vs RRX
+14.9%
+162.7%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.2% | +3.4% | +3.5% |
| 7D | +7.8% | +3.4% | +4.3% | +5.3% |
| 30D | -11.7% | -11.1% | -0.6% | -3.8% |
| 3M | -41.5% | -23.7% | -17.8% | -29.8% |
| 6M | +54.9% | -22.0% | +76.9% | +81.2% |
| YTD | +47.7% | +16.5% | +31.2% | +38.3% |
| 1Y | +177.6% | +11.5% | +166.1% | +177.0% |
| All | +177.6% | +14.9% | +162.7% | +177.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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