+177.6%
KEEL vs SOXQ
+111.3%
+66.3%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.4% | +0.2% | -1.2% |
| 7D | +7.8% | +2.3% | +5.4% | +4.2% |
| 30D | -11.7% | -2.3% | -9.5% | -7.3% |
| 3M | -41.5% | -13.8% | -27.7% | -29.2% |
| 6M | +54.9% | +48.6% | +6.3% | -24.1% |
| YTD | +47.7% | +66.0% | -18.3% | -40.5% |
| 1Y | +177.6% | +107.9% | +69.7% | -8.6% |
| All | +177.6% | +111.3% | +66.3% | -8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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