+334.1%
ON vs KEEL
+294.5%
+39.6%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +3.8% | +4.7% | +8.1% |
| 7D | +2.4% | +2.9% | -0.5% | +1.9% |
| 30D | -8.6% | +0.8% | -9.5% | -9.0% |
| 3M | -34.3% | -35.3% | +1.0% | -31.7% |
| 6M | +28.5% | +59.4% | -30.8% | +19.9% |
| YTD | +40.6% | +51.9% | -11.3% | +30.4% |
| 1Y | +55.3% | +75.0% | -19.7% | +38.5% |
| 3Y | -22.2% | +224.5% | -246.7% | -39.6% |
| 5Y | +62.4% | -35.9% | +98.3% | +32.9% |
| All | +334.1% | +294.5% | +39.6% | +219.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling