+135.1%
RSP vs KEEL
+312.2%
-177.0%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +7.5% | -8.5% | -1.3% |
| 7D | -0.4% | +21.5% | -21.9% | -1.1% |
| 30D | -1.5% | -3.9% | +2.3% | -1.6% |
| 3M | +4.8% | -34.1% | +38.9% | +5.8% |
| 6M | +10.3% | +82.8% | -72.6% | +6.5% |
| YTD | +14.1% | +58.7% | -44.7% | +10.4% |
| 1Y | +17.0% | +191.4% | -174.4% | +9.4% |
| 3Y | +54.2% | +205.7% | -151.6% | +39.8% |
| 5Y | +51.5% | -37.0% | +88.5% | +38.3% |
| All | +135.1% | +312.2% | -177.0% | +103.1% |
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