+85.0%
NDAQ vs KEEL
+197.5%
-112.5%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.8% | -4.7% | -1.0% |
| 7D | -5.9% | +2.9% | -8.8% | -6.0% |
| 30D | -4.7% | +0.8% | -5.5% | -4.9% |
| 3M | +5.5% | -35.3% | +40.8% | +6.8% |
| 6M | +7.4% | +59.4% | -52.0% | +3.1% |
| YTD | -5.5% | +51.9% | -57.4% | -9.4% |
| 1Y | -3.7% | +75.0% | -78.7% | -9.4% |
| 3Y | +85.0% | +224.5% | -139.5% | +63.0% |
| All | +85.0% | +197.5% | -112.5% | +63.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling