+172.1%
NXT vs KEEL
+230.6%
-58.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.8% | -1.9% | +1.3% |
| 7D | -1.9% | +2.9% | -4.8% | -2.4% |
| 30D | -20.0% | +0.8% | -20.9% | -20.5% |
| 3M | -30.7% | -35.3% | +4.6% | -27.2% |
| 6M | -29.0% | +59.4% | -88.3% | -35.1% |
| YTD | -4.8% | +51.9% | -56.8% | -13.4% |
| 1Y | +22.8% | +75.0% | -52.2% | +9.1% |
| 3Y | +93.9% | +224.5% | -130.6% | +45.7% |
| All | +172.1% | +230.6% | -58.4% | +93.4% |
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