-16.0%
PCG vs KEEL
-45.0%
+29.0%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.1% | +4.9% | +0.9% |
| 7D | +1.9% | -13.6% | +15.5% | +2.1% |
| 30D | +8.5% | -39.1% | +47.6% | +9.3% |
| 3M | -22.9% | -48.9% | +26.0% | -22.4% |
| 6M | -16.8% | -35.4% | +18.6% | -16.8% |
| YTD | -15.8% | -10.6% | -5.1% | -16.4% |
| 1Y | -16.0% | -45.3% | +29.3% | -13.8% |
| All | -16.0% | -45.0% | +29.0% | -13.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling