+165.7%
REGN vs KEEL
+294.5%
-128.7%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.8% | -5.3% | -1.6% |
| 7D | -5.6% | +2.9% | -8.5% | -5.7% |
| 30D | -2.0% | +0.8% | -2.8% | -2.1% |
| 3M | +28.0% | -35.3% | +63.3% | +28.6% |
| 6M | +1.2% | +59.4% | -58.2% | -0.6% |
| YTD | +1.6% | +51.9% | -50.3% | -0.2% |
| 1Y | +38.2% | +75.0% | -36.8% | +34.5% |
| 3Y | -5.4% | +224.5% | -229.9% | -10.3% |
| 5Y | +21.3% | -35.9% | +57.2% | +15.2% |
| All | +165.7% | +294.5% | -128.7% | +148.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling