-35.3%
KEEL vs TRGP
+628.1%
-663.4%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.6% | +4.3% | +4.2% |
| 7D | +2.9% | +0.1% | +2.8% | +2.9% |
| 30D | +0.8% | +8.0% | -7.2% | -5.8% |
| 3M | -35.3% | +8.3% | -43.6% | -40.4% |
| 6M | +59.4% | +23.9% | +35.5% | +30.4% |
| YTD | +51.9% | +59.6% | -7.7% | +1.4% |
| 1Y | +75.0% | +79.4% | -4.4% | +4.2% |
| 3Y | +224.5% | +269.4% | -44.9% | -2.1% |
| All | -35.3% | +628.1% | -663.4% | -91.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling