+93.0%
MCHP vs KEEL
+294.5%
-201.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.8% | -0.1% | +3.3% |
| 7D | 0.0% | +2.9% | -2.8% | -0.3% |
| 30D | -6.0% | +0.8% | -6.9% | -6.4% |
| 3M | -19.7% | -35.3% | +15.6% | -17.1% |
| 6M | +14.0% | +59.4% | -45.3% | +7.7% |
| YTD | +18.4% | +51.9% | -33.5% | +11.2% |
| 1Y | +17.1% | +75.0% | -57.9% | +6.5% |
| 3Y | +0.7% | +224.5% | -223.8% | -18.7% |
| 5Y | +5.1% | -35.9% | +41.0% | -11.7% |
| All | +93.0% | +294.5% | -201.4% | +42.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling