-8.6%
KMB vs KEEL
+309.9%
-318.5%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.6% | -4.1% |
| 7D | -8.6% | +19.3% | -27.9% | -8.5% |
| 30D | -7.5% | +9.1% | -16.6% | -7.4% |
| 3M | -0.6% | -31.5% | +30.9% | -0.8% |
| 6M | -1.5% | +75.8% | -77.4% | -1.1% |
| YTD | +1.6% | +57.9% | -56.3% | +2.0% |
| 1Y | -20.8% | +133.3% | -154.1% | -20.2% |
| 3Y | -12.4% | +204.1% | -216.5% | -11.2% |
| 5Y | -12.9% | -37.5% | +24.6% | -12.2% |
| All | -8.6% | +309.9% | -318.5% | -6.2% |
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