+245.5%
PAAS vs KEEL
+312.2%
-66.7%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +7.5% | -8.2% | -1.2% |
| 7D | +2.0% | +21.5% | -19.5% | +0.5% |
| 30D | -0.1% | -3.9% | +3.8% | 0.0% |
| 3M | +8.2% | -34.1% | +42.3% | +10.6% |
| 6M | -13.8% | +82.8% | -96.6% | -18.5% |
| YTD | -0.6% | +58.7% | -59.4% | -5.5% |
| 1Y | +44.0% | +191.4% | -147.4% | +29.8% |
| 3Y | +246.6% | +205.7% | +40.8% | +198.0% |
| 5Y | +116.1% | -37.0% | +153.1% | +89.3% |
| All | +245.5% | +312.2% | -66.7% | +165.2% |
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