+1,310.5%
KLAC vs KEEL
+280.1%
+1,030.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -7.3% | +4.1% | -2.4% |
| 7D | +2.5% | +2.7% | -0.2% | +2.2% |
| 30D | -11.5% | +4.6% | -16.1% | -12.2% |
| 3M | -16.9% | -34.5% | +17.5% | -13.9% |
| 6M | +22.2% | +59.3% | -37.0% | +15.7% |
| YTD | +46.4% | +46.4% | 0.0% | +38.9% |
| 1Y | +91.0% | +96.6% | -5.6% | +73.1% |
| 3Y | +264.6% | +182.0% | +82.6% | +201.4% |
| 5Y | +430.6% | -38.2% | +468.8% | +353.9% |
| All | +1,310.5% | +280.1% | +1,030.4% | +981.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling