+194.4%
RTX vs KEEL
+294.5%
-100.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.8% | -4.0% | -0.3% |
| 7D | -1.5% | +2.9% | -4.4% | -1.6% |
| 30D | -11.0% | +0.8% | -11.8% | -11.0% |
| 3M | +7.7% | -35.3% | +43.0% | +8.1% |
| 6M | -3.9% | +59.4% | -63.3% | -5.2% |
| YTD | +9.0% | +51.9% | -43.0% | +7.4% |
| 1Y | +27.3% | +75.0% | -47.7% | +24.5% |
| 3Y | +172.9% | +224.5% | -51.6% | +160.3% |
| 5Y | +165.2% | -35.9% | +201.1% | +154.1% |
| All | +194.4% | +294.5% | -100.1% | +192.4% |
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