-25.7%
RKT vs KEEL
+876.3%
-902.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.2% | -2.7% |
| 7D | -1.0% | +19.3% | -20.3% | -2.9% |
| 30D | -2.4% | +9.1% | -11.5% | -3.7% |
| 3M | +1.9% | -31.5% | +33.4% | +4.2% |
| 6M | -13.9% | +75.8% | -89.7% | -21.7% |
| YTD | -30.6% | +57.9% | -88.5% | -36.7% |
| 1Y | -34.4% | +133.3% | -167.7% | -44.5% |
| 3Y | +38.2% | +204.1% | -165.9% | +3.8% |
| 5Y | -9.7% | -37.5% | +27.9% | -29.8% |
| All | -25.7% | +876.3% | -902.0% | -48.9% |
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