+247.9%
PSX vs KEEL
+280.1%
-32.3%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -7.3% | +6.4% | -0.6% |
| 7D | +1.5% | +2.7% | -1.2% | +1.4% |
| 30D | +15.8% | +4.6% | +11.3% | +15.4% |
| 3M | +43.0% | -34.5% | +77.5% | +44.2% |
| 6M | +61.1% | +59.3% | +1.8% | +56.3% |
| YTD | +104.5% | +46.4% | +58.1% | +98.3% |
| 1Y | +102.5% | +96.6% | +6.0% | +92.1% |
| 3Y | +133.5% | +182.0% | -48.5% | +112.2% |
| 5Y | +367.0% | -38.2% | +405.2% | +329.4% |
| All | +247.9% | +280.1% | -32.3% | +188.3% |
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