-3.9%
MSCI vs KEEL
+89.9%
-93.8%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.8% | -2.5% | +1.4% |
| 7D | -3.2% | +2.9% | -6.1% | -3.1% |
| 30D | -1.1% | +0.8% | -2.0% | -1.0% |
| 3M | -6.3% | -35.3% | +29.0% | -6.4% |
| 6M | +2.1% | +59.4% | -57.3% | +1.3% |
| YTD | -2.3% | +51.9% | -54.2% | -2.7% |
| 1Y | -3.9% | +75.0% | -78.9% | -2.3% |
| All | -3.9% | +89.9% | -93.8% | -2.3% |
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