+224.5%
KEEL vs SONY
+42.2%
+182.3%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.6% | +2.2% | +3.1% |
| 7D | +2.9% | -2.7% | +5.6% | +3.9% |
| 30D | +0.8% | +1.5% | -0.7% | -0.3% |
| 3M | -35.3% | +13.0% | -48.3% | -41.0% |
| 6M | +59.4% | +11.2% | +48.2% | +46.1% |
| YTD | +51.9% | -6.6% | +58.6% | +54.4% |
| 1Y | +75.0% | -18.1% | +93.1% | +90.6% |
| 3Y | +224.5% | +42.1% | +182.5% | +147.9% |
| All | +224.5% | +42.2% | +182.3% | +147.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 3y: compounded portfolio wealth divided by compounded SONY 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…
3y analysis · Full analysis span regression · 6 months rolling