-5.1%
PCG vs KEEL
+169.0%
-174.1%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.6% | -1.1% | +2.4% |
| 7D | -13.9% | +7.8% | -21.6% | -14.0% |
| 30D | -16.9% | -11.7% | -5.2% | -16.8% |
| 3M | -14.7% | -41.5% | +26.7% | -14.4% |
| 6M | -23.8% | +54.9% | -78.7% | -25.4% |
| YTD | -10.5% | +47.7% | -58.2% | -12.5% |
| 1Y | -5.1% | +177.6% | -182.7% | -8.6% |
| All | -5.1% | +169.0% | -174.1% | -8.6% |
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 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