-3.9%
MCD vs KEEL
-45.0%
+41.0%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -4.1% | +10.6% | +6.4% |
| 7D | +11.9% | -13.6% | +25.4% | +11.4% |
| 30D | +20.2% | -39.1% | +59.4% | +18.5% |
| 3M | +5.2% | -48.9% | +54.1% | +3.4% |
| 6M | 0.0% | -35.4% | +35.4% | -1.9% |
| YTD | -6.5% | -10.6% | +4.1% | -8.2% |
| 1Y | -3.9% | -45.3% | +41.4% | -5.5% |
| All | -3.9% | -45.0% | +41.0% | -5.5% |
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