+59.3%
KEEL vs ZBH
+0.5%
+58.8%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -2.3% | -5.0% | -8.3% |
| 7D | +2.7% | -6.6% | +9.2% | -0.3% |
| 30D | +4.6% | -4.9% | +9.5% | +2.2% |
| 3M | -34.5% | +5.1% | -39.6% | -35.2% |
| 6M | +59.3% | +1.3% | +57.9% | +68.7% |
| All | +59.3% | +0.5% | +58.8% | +68.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 6mo: compounded portfolio wealth divided by compounded ZBH 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…
6mo analysis · Full analysis span regression · 6 months rolling