+312.2%
KEEL vs WING
+22.7%
+289.4%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.2% | +7.3% | +7.4% |
| 7D | +21.5% | -0.1% | +21.6% | +21.4% |
| 30D | -3.9% | -6.0% | +2.2% | -2.6% |
| 3M | -34.1% | -23.5% | -10.6% | -29.5% |
| 6M | +82.8% | -52.0% | +134.8% | +133.7% |
| YTD | +58.7% | -53.8% | +112.5% | +103.0% |
| 1Y | +191.4% | -63.8% | +255.2% | +302.2% |
| 3Y | +205.7% | -30.8% | +236.5% | +184.3% |
| 5Y | -37.0% | -34.3% | -2.7% | -46.6% |
| All | +312.2% | +22.7% | +289.4% | +335.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling