+294.5%
KEEL vs RVTY
+55.3%
+239.1%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.8% | +1.0% | +1.8% |
| 7D | +2.9% | -4.5% | +7.4% | +6.3% |
| 30D | +0.8% | +5.5% | -4.6% | -2.8% |
| 3M | -35.3% | +22.5% | -57.9% | -45.2% |
| 6M | +59.4% | +38.9% | +20.5% | +22.7% |
| YTD | +51.9% | +28.7% | +23.2% | +23.4% |
| 1Y | +75.0% | +45.5% | +29.5% | +29.2% |
| 3Y | +224.5% | +16.4% | +208.2% | +169.4% |
| 5Y | -35.9% | -32.7% | -3.2% | -19.4% |
| All | +294.5% | +55.3% | +239.1% | +240.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 10y: compounded portfolio wealth divided by compounded RVTY 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…
10y analysis · Full analysis span regression · 6 months rolling