+241.0%
PAAS vs KEEL
+294.5%
-53.5%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.8% | -4.4% | -0.9% |
| 7D | -1.9% | +2.9% | -4.8% | -2.2% |
| 30D | -3.6% | +0.8% | -4.4% | -3.7% |
| 3M | +8.6% | -35.3% | +43.9% | +11.0% |
| 6M | -16.7% | +59.4% | -76.1% | -20.4% |
| YTD | -1.9% | +51.9% | -53.8% | -6.4% |
| 1Y | +38.0% | +75.0% | -37.0% | +28.9% |
| 3Y | +234.9% | +224.5% | +10.4% | +187.3% |
| 5Y | +119.5% | -35.9% | +155.4% | +92.5% |
| All | +241.0% | +294.5% | -53.5% | +162.6% |
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