+287.6%
NRG vs KEEL
+294.5%
-6.8%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.8% | -2.2% | +1.4% |
| 7D | -4.7% | +2.9% | -7.6% | -4.8% |
| 30D | -6.0% | +0.8% | -6.8% | -6.1% |
| 3M | -8.0% | -35.3% | +27.4% | -6.3% |
| 6M | -23.2% | +59.4% | -82.5% | -25.6% |
| YTD | -28.1% | +51.9% | -80.0% | -30.5% |
| 1Y | -27.3% | +75.0% | -102.3% | -30.6% |
| 3Y | +208.7% | +224.5% | -15.9% | +181.2% |
| 5Y | +197.7% | -35.9% | +233.6% | +171.6% |
| All | +287.6% | +294.5% | -6.8% | +236.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling