+1.2%
NOW vs KEEL
-41.3%
+42.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -7.3% | +7.3% | +0.8% |
| 7D | -9.9% | +2.7% | -12.6% | -10.3% |
| 30D | +2.8% | +4.6% | -1.7% | +1.7% |
| 3M | +23.7% | -34.5% | +58.2% | +26.7% |
| 6M | +12.5% | +59.3% | -46.8% | +1.1% |
| YTD | -14.4% | +46.4% | -60.8% | -23.3% |
| 1Y | -29.0% | +96.6% | -125.6% | -41.6% |
| 3Y | +9.3% | +182.0% | -172.7% | -27.8% |
| 5Y | +1.2% | -38.2% | +39.5% | -20.4% |
| All | +1.2% | -41.3% | +42.5% | -20.4% |
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