+177.6%
KEEL vs WEC
+1.8%
+175.8%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.7% | +4.3% | +3.5% |
| 7D | +7.8% | -0.3% | +8.0% | +7.7% |
| 30D | -11.7% | -1.3% | -10.4% | -12.1% |
| 3M | -41.5% | -3.9% | -37.6% | -42.8% |
| 6M | +54.9% | -8.3% | +63.2% | +54.5% |
| YTD | +47.7% | +3.1% | +44.6% | +37.0% |
| 1Y | +177.6% | +1.9% | +175.7% | +228.0% |
| All | +177.6% | +1.8% | +175.8% | +228.0% |
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