+1,245.2%
MU vs KEEL
-34.6%
+1,279.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.8% | -4.0% | -1.0% |
| 7D | -4.1% | +2.9% | -6.9% | -4.8% |
| 30D | +7.0% | +0.8% | +6.2% | +6.2% |
| 3M | -2.1% | -35.3% | +33.3% | +6.0% |
| 6M | +133.1% | +59.4% | +73.7% | +112.8% |
| YTD | +241.9% | +51.9% | +190.0% | +210.7% |
| 1Y | +548.8% | +75.0% | +473.8% | +453.6% |
| 3Y | +1,308.2% | +224.5% | +1,083.6% | +852.9% |
| All | +1,245.2% | -34.6% | +1,279.8% | +1,000.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling