+294.5%
KEEL vs WING
+31.3%
+263.2%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +6.0% | -2.2% | +1.5% |
| 7D | +2.9% | +7.2% | -4.3% | +0.2% |
| 30D | +0.8% | +4.8% | -3.9% | -2.0% |
| 3M | -35.3% | -23.7% | -11.6% | -30.6% |
| 6M | +59.4% | -43.6% | +102.9% | +91.5% |
| YTD | +51.9% | -50.6% | +102.5% | +89.4% |
| 1Y | +75.0% | -57.0% | +132.0% | +126.8% |
| 3Y | +224.5% | -28.3% | +252.8% | +199.4% |
| 5Y | -35.9% | -32.4% | -3.5% | -46.6% |
| All | +294.5% | +31.3% | +263.2% | +306.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 10y: compounded portfolio wealth divided by compounded WING 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…
10y analysis · Full analysis span regression · 6 months rolling