+87.5%
KEY vs KEEL
+294.5%
-207.0%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.8% | -3.3% | +0.3% |
| 7D | -1.5% | +2.9% | -4.4% | -1.7% |
| 30D | -3.7% | +0.8% | -4.5% | -3.9% |
| 3M | -1.3% | -35.3% | +34.1% | 0.0% |
| 6M | +13.3% | +59.4% | -46.1% | +9.4% |
| YTD | +9.0% | +51.9% | -43.0% | +4.9% |
| 1Y | +18.7% | +75.0% | -56.3% | +12.3% |
| 3Y | +125.3% | +224.5% | -99.3% | +102.5% |
| 5Y | +40.2% | -35.9% | +76.1% | +26.4% |
| All | +87.5% | +294.5% | -207.0% | +75.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 KEEL 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