+256.3%
P vs KEEL
-41.3%
+297.6%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -7.3% | +4.2% | -1.8% |
| 7D | -4.1% | +2.7% | -6.8% | -4.6% |
| 30D | -14.0% | +4.6% | -18.5% | -15.2% |
| 3M | +41.4% | -34.5% | +75.9% | +48.5% |
| 6M | +54.2% | +59.3% | -5.1% | +38.5% |
| YTD | +40.4% | +46.4% | -6.0% | +26.6% |
| 1Y | +16.0% | +96.6% | -80.6% | -3.5% |
| 3Y | +140.7% | +182.0% | -41.3% | +69.5% |
| 5Y | +256.3% | -38.2% | +294.5% | +187.5% |
| All | +256.3% | -41.3% | +297.6% | +187.5% |
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