+115.9%
MA vs KEEL
+294.5%
-178.6%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.8% | -3.1% | +0.6% |
| 7D | -1.7% | +2.9% | -4.6% | -1.8% |
| 30D | +1.7% | +0.8% | +0.8% | +1.5% |
| 3M | +17.2% | -35.3% | +52.5% | +18.2% |
| 6M | +13.3% | +59.4% | -46.1% | +10.1% |
| YTD | +0.2% | +51.9% | -51.7% | -2.9% |
| 1Y | -2.7% | +75.0% | -77.7% | -7.2% |
| 3Y | +39.1% | +224.5% | -185.5% | +25.4% |
| 5Y | +68.8% | -35.9% | +104.7% | +53.4% |
| All | +115.9% | +294.5% | -178.6% | +87.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling