+309.9%
KEEL vs TECH
+52.9%
+257.1%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.5% | -0.5% |
| 7D | +19.3% | -0.1% | +19.4% | +19.3% |
| 30D | +9.1% | +0.3% | +8.8% | +9.0% |
| 3M | -31.5% | +32.9% | -64.5% | -44.2% |
| 6M | +75.8% | +32.1% | +43.8% | +37.0% |
| YTD | +57.9% | +23.4% | +34.5% | +28.1% |
| 1Y | +133.3% | +34.1% | +99.3% | +73.1% |
| 3Y | +204.1% | +2.2% | +201.9% | +159.9% |
| 5Y | -37.5% | -41.8% | +4.3% | -18.3% |
| All | +309.9% | +52.9% | +257.1% | +224.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling