+327.2%
SMH vs KEEL
-34.6%
+361.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.8% | -2.3% | +0.8% |
| 7D | +0.3% | +2.9% | -2.6% | -0.3% |
| 30D | -2.8% | +0.8% | -3.6% | -3.4% |
| 3M | -6.7% | -35.3% | +28.6% | -1.5% |
| 6M | +41.8% | +59.4% | -17.6% | +28.1% |
| YTD | +57.9% | +51.9% | +6.0% | +41.9% |
| 1Y | +87.6% | +75.0% | +12.6% | +58.5% |
| 3Y | +282.9% | +224.5% | +58.4% | +153.6% |
| All | +327.2% | -34.6% | +361.8% | +237.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling