+177.6%
KEEL vs TRI
-38.3%
+215.9%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -5.4% | +9.0% | +1.8% |
| 7D | +7.8% | -0.5% | +8.3% | +7.6% |
| 30D | -11.7% | +7.9% | -19.6% | -9.0% |
| 3M | -41.5% | +24.1% | -65.5% | -37.6% |
| 6M | +54.9% | +3.8% | +51.1% | +69.8% |
| YTD | +47.7% | -16.9% | +64.5% | +68.8% |
| 1Y | +177.6% | -38.4% | +216.0% | +308.1% |
| All | +177.6% | -38.3% | +215.9% | +308.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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