+37.0%
MCD vs KEEL
+294.5%
-257.5%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.8% | -4.0% | -0.2% |
| 7D | -1.2% | +2.9% | -4.1% | -1.3% |
| 30D | -7.8% | +0.8% | -8.6% | -7.8% |
| 3M | -10.7% | -35.3% | +24.6% | -10.4% |
| 6M | -21.3% | +59.4% | -80.6% | -22.1% |
| YTD | -15.8% | +51.9% | -67.7% | -16.7% |
| 1Y | -16.0% | +75.0% | -91.0% | -17.4% |
| 3Y | -3.0% | +224.5% | -227.5% | -6.6% |
| 5Y | +18.6% | -35.9% | +54.5% | +14.9% |
| All | +37.0% | +294.5% | -257.5% | +27.9% |
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