+177.6%
KEEL vs WCN
-8.7%
+186.3%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.2% | +4.7% | +2.4% |
| 7D | +7.8% | -0.6% | +8.4% | +6.9% |
| 30D | -11.7% | +0.4% | -12.1% | -11.2% |
| 3M | -41.5% | +7.3% | -48.8% | -38.3% |
| 6M | +54.9% | -2.5% | +57.4% | +57.3% |
| YTD | +47.7% | -5.4% | +53.0% | +43.9% |
| 1Y | +177.6% | -8.5% | +186.1% | +207.0% |
| All | +177.6% | -8.7% | +186.3% | +207.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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