+177.6%
KEEL vs TRU
-7.3%
+184.9%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -5.9% | +9.5% | +3.2% |
| 7D | +7.8% | -6.8% | +14.5% | +7.3% |
| 30D | -11.7% | 0.0% | -11.7% | -11.6% |
| 3M | -41.5% | +13.3% | -54.8% | -42.9% |
| 6M | +54.9% | +3.4% | +51.5% | +53.3% |
| YTD | +47.7% | -6.4% | +54.0% | +47.5% |
| 1Y | +177.6% | -9.7% | +187.3% | +182.2% |
| All | +177.6% | -7.3% | +184.9% | +182.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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