+302.0%
QQQ vs KEEL
+294.5%
+7.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.8% | -2.9% | +0.6% |
| 7D | -0.6% | +2.9% | -3.4% | -0.8% |
| 30D | -1.2% | +0.8% | -2.1% | -1.5% |
| 3M | -0.2% | -35.3% | +35.1% | +1.8% |
| 6M | +17.9% | +59.4% | -41.5% | +12.7% |
| YTD | +16.6% | +51.9% | -35.3% | +11.2% |
| 1Y | +23.0% | +75.0% | -52.0% | +14.5% |
| 3Y | +92.9% | +224.5% | -131.6% | +65.0% |
| 5Y | +95.6% | -35.9% | +131.5% | +70.9% |
| All | +302.0% | +294.5% | +7.6% | +219.1% |
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