+645.4%
P vs KEEL
+283.4%
+362.0%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.6% | -2.2% | +1.0% |
| 7D | +6.5% | +7.8% | -1.2% | +5.8% |
| 30D | +18.8% | -11.7% | +30.5% | +19.5% |
| 3M | +26.7% | -41.5% | +68.2% | +32.0% |
| 6M | +62.2% | +54.9% | +7.3% | +53.1% |
| YTD | +48.5% | +47.7% | +0.8% | +40.2% |
| 1Y | +26.4% | +177.6% | -151.2% | +11.1% |
| 3Y | +159.4% | +164.9% | -5.5% | +119.0% |
| 5Y | +275.8% | -45.9% | +321.7% | +225.2% |
| All | +645.4% | +283.4% | +362.0% | +467.0% |
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