+30.0%
SOXX vs KEEL
-58.5%
+88.5%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.1% | -21.4% | +9.3% | -6.0% |
| 7D | -23.0% | -28.6% | +5.6% | -15.6% |
| 30D | -32.9% | -52.4% | +19.6% | -18.3% |
| 3M | -25.4% | -58.0% | +32.6% | -7.4% |
| 6M | -17.9% | -53.3% | +35.3% | -0.8% |
| YTD | +31.6% | -29.8% | +61.4% | +42.8% |
| 1Y | +30.0% | -59.4% | +89.3% | +51.4% |
| All | +30.0% | -58.5% | +88.5% | +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