-59.4%
KEEL vs SPXU
-21.6%
-37.8%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.4% | +13.2% | -34.6% | -2.6% |
| 7D | -28.6% | +14.2% | -42.8% | -9.6% |
| 30D | -52.4% | +19.3% | -71.8% | -34.8% |
| 3M | -58.0% | +16.2% | -74.2% | -43.7% |
| 6M | -53.3% | -3.5% | -49.8% | -49.0% |
| YTD | -29.8% | -19.2% | -10.6% | -32.1% |
| 1Y | -59.4% | -20.7% | -38.7% | -60.6% |
| All | -59.4% | -21.6% | -37.8% | -60.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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