+294.5%
KEEL vs TRGP
+946.4%
-651.9%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.6% | +4.3% | +3.9% |
| 7D | +2.9% | +0.1% | +2.8% | +2.9% |
| 30D | +0.8% | +8.0% | -7.2% | -0.8% |
| 3M | -35.3% | +8.3% | -43.6% | -36.6% |
| 6M | +59.4% | +23.9% | +35.5% | +52.0% |
| YTD | +51.9% | +59.6% | -7.7% | +38.1% |
| 1Y | +75.0% | +79.4% | -4.4% | +55.2% |
| 3Y | +224.5% | +269.4% | -44.9% | +161.8% |
| 5Y | -35.9% | +641.6% | -677.6% | -49.7% |
| All | +294.5% | +946.4% | -651.9% | +321.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 10y: compounded portfolio wealth divided by compounded TRGP 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…
10y analysis · Full analysis span regression · 6 months rolling