+106.6%
SLB vs KEEL
+294.5%
-187.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.8% | -3.7% | 0.0% |
| 7D | -2.5% | +2.9% | -5.4% | -2.6% |
| 30D | +7.1% | +0.8% | +6.3% | +6.9% |
| 3M | +0.6% | -35.3% | +36.0% | +1.6% |
| 6M | +17.6% | +59.4% | -41.8% | +14.3% |
| YTD | +48.5% | +51.9% | -3.5% | +44.2% |
| 1Y | +59.4% | +75.0% | -15.6% | +52.4% |
| 3Y | -0.4% | +224.5% | -224.9% | -9.2% |
| 5Y | +133.8% | -35.9% | +169.7% | +114.3% |
| All | +106.6% | +294.5% | -187.9% | +84.2% |
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 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