-4.9%
SHOP vs KEEL
-45.0%
+40.0%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -4.1% | +11.4% | +7.5% |
| 7D | -9.0% | -13.6% | +4.6% | -8.3% |
| 30D | -4.4% | -39.1% | +34.7% | -2.0% |
| 3M | +24.1% | -48.9% | +73.0% | +28.1% |
| 6M | +20.0% | -35.4% | +55.4% | +16.7% |
| YTD | -4.9% | -10.6% | +5.7% | -13.8% |
| 1Y | -4.9% | -45.3% | +40.4% | -7.4% |
| All | -4.9% | -45.0% | +40.0% | -7.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling