+177.6%
KEEL vs WAT
+41.4%
+136.2%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.0% | +4.6% | +3.9% |
| 7D | +7.8% | -1.3% | +9.0% | +8.2% |
| 30D | -11.7% | +2.3% | -14.0% | -12.3% |
| 3M | -41.5% | +8.7% | -50.2% | -42.9% |
| 6M | +54.9% | +28.3% | +26.6% | +39.5% |
| YTD | +47.7% | +7.8% | +39.9% | +35.0% |
| 1Y | +177.6% | +36.6% | +141.0% | +177.5% |
| All | +177.6% | +41.4% | +136.2% | +177.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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