+75.0%
KEEL vs URA
+7.9%
+67.1%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -3.3% | +7.0% | +7.6% |
| 7D | +2.9% | -5.5% | +8.4% | +9.9% |
| 30D | +0.8% | -3.7% | +4.5% | +5.9% |
| 3M | -35.3% | -2.9% | -32.4% | -32.2% |
| 6M | +59.4% | -15.2% | +74.6% | +93.3% |
| YTD | +51.9% | +1.9% | +50.0% | +49.1% |
| 1Y | +75.0% | +6.9% | +68.1% | +116.1% |
| All | +75.0% | +7.9% | +67.1% | +116.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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