+309.9%
KEEL vs WEC
+46.6%
+263.3%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.5% |
| 7D | +19.3% | +0.4% | +18.9% | +19.3% |
| 30D | +9.1% | +0.9% | +8.2% | +9.1% |
| 3M | -31.5% | -5.3% | -26.2% | -31.6% |
| 6M | +75.8% | -6.6% | +82.4% | +75.7% |
| YTD | +57.9% | +3.3% | +54.6% | +57.5% |
| 1Y | +133.3% | +2.1% | +131.3% | +133.1% |
| 3Y | +204.1% | +39.6% | +164.5% | +203.5% |
| 5Y | -37.5% | +31.2% | -68.7% | -37.5% |
| All | +309.9% | +46.6% | +263.3% | +316.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling