+177.6%
KEEL vs WY
-5.4%
+183.0%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.1% | +3.7% | +3.6% |
| 7D | +7.8% | -2.6% | +10.4% | +6.9% |
| 30D | -11.7% | -10.9% | -0.8% | -15.2% |
| 3M | -41.5% | -6.0% | -35.5% | -41.8% |
| 6M | +54.9% | -5.6% | +60.6% | +51.7% |
| YTD | +47.7% | -1.1% | +48.8% | +47.1% |
| 1Y | +177.6% | -7.5% | +185.1% | +187.6% |
| All | +177.6% | -5.4% | +183.0% | +187.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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