-15.6%
MOS vs KEEL
-45.0%
+29.4%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.4% | -4.1% | +21.5% | +17.5% |
| 7D | +17.9% | -13.6% | +31.5% | +18.6% |
| 30D | +1.6% | -39.1% | +40.7% | +3.7% |
| 3M | -4.0% | -48.9% | +44.9% | -1.4% |
| 6M | -4.1% | -35.4% | +31.3% | -3.7% |
| YTD | -7.8% | -10.6% | +2.8% | -11.0% |
| 1Y | -15.6% | -45.3% | +29.7% | -18.5% |
| All | -15.6% | -45.0% | +29.4% | -18.5% |
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