-45.3%
KEEL vs XHB
+5.8%
-51.1%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +5.4% | -9.5% | -6.9% |
| 7D | -13.6% | +9.7% | -23.3% | -18.9% |
| 30D | -39.1% | +11.7% | -50.8% | -43.6% |
| 3M | -48.9% | -1.4% | -47.5% | -48.3% |
| 6M | -35.4% | +6.8% | -42.2% | -38.9% |
| YTD | -10.6% | +5.5% | -16.1% | -14.0% |
| 1Y | -45.3% | +5.1% | -50.5% | -47.3% |
| All | -45.3% | +5.8% | -51.1% | -47.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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