0.0%
SHOP vs KEEL
+169.0%
-169.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.6% | -4.1% | -0.8% |
| 7D | -5.1% | +7.8% | -12.9% | -5.6% |
| 30D | +0.6% | -11.7% | +12.3% | +1.1% |
| 3M | +25.0% | -41.5% | +66.5% | +29.9% |
| 6M | +11.9% | +54.9% | -43.0% | +0.1% |
| YTD | -9.9% | +47.7% | -57.5% | -19.0% |
| 1Y | 0.0% | +177.6% | -177.6% | -18.3% |
| All | 0.0% | +169.0% | -169.0% | -18.3% |
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