+60.8%
LIN vs KEEL
-36.1%
+97.0%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +7.5% | -9.4% | -2.2% |
| 7D | -3.5% | +21.5% | -25.0% | -4.2% |
| 30D | -4.1% | -3.9% | -0.2% | -4.1% |
| 3M | -6.4% | -34.1% | +27.7% | -5.5% |
| 6M | -2.4% | +82.8% | -85.3% | -6.2% |
| YTD | +10.9% | +58.7% | -47.8% | +6.9% |
| 1Y | 0.0% | +191.4% | -191.4% | -8.3% |
| 3Y | +25.8% | +205.7% | -179.9% | +8.4% |
| 5Y | +60.8% | -37.0% | +97.8% | +50.1% |
| All | +60.8% | -36.1% | +97.0% | +50.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling