+43.4%
SMH vs KEEL
-45.0%
+88.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.1% | +1.4% | -1.8% |
| 7D | -11.2% | -13.6% | +2.4% | -8.3% |
| 30D | -20.4% | -39.1% | +18.7% | -11.2% |
| 3M | -12.4% | -48.9% | +36.5% | +0.6% |
| 6M | -0.5% | -35.4% | +34.9% | +8.3% |
| YTD | +40.0% | -10.6% | +50.7% | +39.7% |
| 1Y | +43.4% | -45.3% | +88.7% | +51.4% |
| All | +43.4% | -45.0% | +88.3% | +51.4% |
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