+1,338.1%
KLAC vs KEEL
+294.5%
+1,043.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.8% | -1.8% | +1.6% |
| 7D | -2.7% | +2.9% | -5.6% | -3.0% |
| 30D | -13.2% | +0.8% | -14.0% | -13.5% |
| 3M | -25.0% | -35.3% | +10.3% | -22.2% |
| 6M | +23.6% | +59.4% | -35.8% | +16.9% |
| YTD | +49.2% | +51.9% | -2.7% | +41.0% |
| 1Y | +89.3% | +75.0% | +14.3% | +73.4% |
| 3Y | +274.4% | +224.5% | +49.8% | +205.8% |
| 5Y | +440.9% | -35.9% | +476.9% | +361.0% |
| All | +1,338.1% | +294.5% | +1,043.6% | +998.0% |
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