+294.5%
KEEL vs WCC
+758.3%
-463.8%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.7% | 0.0% | +2.0% |
| 7D | +2.9% | +1.5% | +1.4% | +2.3% |
| 30D | +0.8% | -2.1% | +3.0% | +2.6% |
| 3M | -35.3% | +3.8% | -39.1% | -35.2% |
| 6M | +59.4% | +35.0% | +24.4% | +43.6% |
| YTD | +51.9% | +46.4% | +5.6% | +33.1% |
| 1Y | +75.0% | +63.0% | +12.0% | +47.0% |
| 3Y | +224.5% | +133.9% | +90.6% | +133.3% |
| 5Y | -35.9% | +226.5% | -262.4% | -56.4% |
| All | +294.5% | +758.3% | -463.8% | +382.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 10y: compounded portfolio wealth divided by compounded WCC 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…
10y analysis · Full analysis span regression · 6 months rolling