+280.1%
KEEL vs WCN
+82.4%
+197.7%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -1.1% | -6.2% | -6.9% |
| 7D | +2.7% | -4.4% | +7.1% | +4.3% |
| 30D | +4.6% | -4.4% | +9.0% | +6.1% |
| 3M | -34.5% | +0.5% | -34.9% | -36.0% |
| 6M | +59.3% | -3.3% | +62.5% | +57.2% |
| YTD | +46.4% | -8.5% | +54.9% | +48.1% |
| 1Y | +96.6% | -8.9% | +105.5% | +97.5% |
| 3Y | +182.0% | +18.0% | +163.9% | +142.2% |
| 5Y | -38.2% | +25.0% | -63.3% | -48.9% |
| All | +280.1% | +82.4% | +197.7% | +224.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling