+19.3%
PFE vs KEEL
+89.9%
-70.6%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.8% | -3.5% | +0.3% |
| 7D | -2.6% | +2.9% | -5.4% | -2.5% |
| 30D | +5.4% | +0.8% | +4.5% | +5.5% |
| 3M | +7.8% | -35.3% | +43.1% | +7.5% |
| 6M | +5.0% | +59.4% | -54.4% | +5.9% |
| YTD | +17.1% | +51.9% | -34.8% | +17.6% |
| 1Y | +19.3% | +75.0% | -55.7% | +30.5% |
| All | +19.3% | +89.9% | -70.6% | +30.5% |
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