+551.8%
LITE vs KEEL
+185.4%
+366.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.2% |
| 7D | +13.6% | +19.3% | -5.7% | +8.1% |
| 30D | +21.6% | +9.1% | +12.5% | +18.8% |
| 3M | +20.3% | -31.5% | +51.9% | +29.4% |
| 6M | +54.4% | +75.8% | -21.5% | +41.8% |
| YTD | +168.3% | +57.9% | +110.4% | +144.0% |
| 1Y | +551.8% | +133.3% | +418.5% | +496.0% |
| All | +551.8% | +185.4% | +366.4% | +496.0% |
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 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