-45.3%
KEEL vs WEC
+9.7%
-55.0%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.3% | -6.5% | -2.6% |
| 7D | -13.6% | +6.9% | -20.5% | -10.1% |
| 30D | -39.1% | +16.6% | -55.7% | -34.9% |
| 3M | -48.9% | +9.1% | -58.0% | -46.4% |
| 6M | -35.4% | +3.2% | -38.6% | -32.6% |
| YTD | -10.6% | +14.9% | -25.5% | -15.0% |
| 1Y | -45.3% | +9.2% | -54.5% | -38.7% |
| All | -45.3% | +9.7% | -55.0% | -38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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