+26.6%
KMI vs KEEL
-45.0%
+71.5%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.1% | 0.0% | -4.1% |
| 7D | -5.2% | -13.6% | +8.3% | -5.4% |
| 30D | +1.2% | -39.1% | +40.4% | +1.0% |
| 3M | +1.3% | -48.9% | +50.2% | +1.1% |
| 6M | -1.1% | -35.4% | +34.2% | -2.0% |
| YTD | +19.0% | -10.6% | +29.6% | +17.1% |
| 1Y | +26.6% | -45.3% | +71.9% | +26.2% |
| All | +26.6% | -45.0% | +71.5% | +26.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling