-11.4%
RKT vs KEEL
-34.6%
+23.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.8% | -3.9% | -0.6% |
| 7D | -6.3% | +2.9% | -9.1% | -6.7% |
| 30D | -6.2% | +0.8% | -7.0% | -6.8% |
| 3M | -1.9% | -35.3% | +33.5% | +1.8% |
| 6M | -13.0% | +59.4% | -72.4% | -22.4% |
| YTD | -31.9% | +51.9% | -83.8% | -39.6% |
| 1Y | -37.6% | +75.0% | -112.6% | -48.3% |
| 3Y | +36.8% | +224.5% | -187.7% | -13.0% |
| All | -11.4% | -34.6% | +23.2% | -37.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling