+206.9%
SE vs KEEL
+309.9%
-103.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.5% | -4.0% |
| 7D | -3.6% | +19.3% | -22.9% | -5.6% |
| 30D | -5.3% | +9.1% | -14.4% | -6.7% |
| 3M | +28.1% | -31.5% | +59.6% | +31.2% |
| 6M | +20.7% | +75.8% | -55.2% | +9.0% |
| YTD | -14.8% | +57.9% | -72.7% | -22.8% |
| 1Y | -43.6% | +133.3% | -176.9% | -52.8% |
| 3Y | +184.2% | +204.1% | -19.9% | +107.7% |
| 5Y | -66.3% | -37.5% | -28.8% | -73.5% |
| All | +206.9% | +309.9% | -103.0% | +100.2% |
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