+224.5%
KEEL vs TECH
+1.2%
+223.3%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.1% | +3.7% | +3.8% |
| 7D | +2.9% | -0.4% | +3.3% | +3.1% |
| 30D | +0.8% | 0.0% | +0.9% | +0.9% |
| 3M | -35.3% | +33.7% | -69.0% | -43.6% |
| 6M | +59.4% | +34.9% | +24.5% | +33.6% |
| YTD | +51.9% | +23.2% | +28.8% | +33.2% |
| 1Y | +75.0% | +36.3% | +38.7% | +41.6% |
| 3Y | +224.5% | +2.3% | +222.3% | +254.7% |
| All | +224.5% | +1.2% | +223.3% | +254.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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