+224.5%
KEEL vs TRMB
+12.4%
+212.1%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.4% | +2.3% | +2.6% |
| 7D | +2.9% | -3.0% | +5.9% | +5.5% |
| 30D | +0.8% | +2.3% | -1.5% | -1.9% |
| 3M | -35.3% | +15.3% | -50.6% | -46.0% |
| 6M | +59.4% | -14.7% | +74.1% | +77.2% |
| YTD | +51.9% | -26.4% | +78.3% | +96.3% |
| 1Y | +75.0% | -30.4% | +105.4% | +141.8% |
| 3Y | +224.5% | +13.5% | +211.0% | +204.7% |
| All | +224.5% | +12.4% | +212.1% | +204.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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