+268.0%
MKSI vs KEEL
+294.5%
-26.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.8% | -1.7% | +1.6% |
| 7D | +2.7% | +2.9% | -0.2% | +2.3% |
| 30D | -12.8% | +0.8% | -13.6% | -13.1% |
| 3M | -22.5% | -35.3% | +12.8% | -18.7% |
| 6M | +19.4% | +59.4% | -40.0% | +12.1% |
| YTD | +67.7% | +51.9% | +15.8% | +57.0% |
| 1Y | +131.4% | +75.0% | +56.4% | +109.0% |
| 3Y | +197.3% | +224.5% | -27.2% | +138.3% |
| 5Y | +87.0% | -35.9% | +122.9% | +55.8% |
| All | +268.0% | +294.5% | -26.5% | +170.5% |
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 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