+177.6%
KEEL vs SMTC
+154.8%
+22.8%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +9.2% | -5.6% | -2.1% |
| 7D | +7.8% | +12.7% | -5.0% | 0.0% |
| 30D | -11.7% | +22.0% | -33.7% | -21.9% |
| 3M | -41.5% | -12.7% | -28.8% | -38.6% |
| 6M | +54.9% | +64.8% | -9.9% | +16.1% |
| YTD | +47.7% | +100.7% | -53.0% | +1.5% |
| 1Y | +177.6% | +146.9% | +30.7% | +96.8% |
| All | +177.6% | +154.8% | +22.8% | +96.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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