+11.5%
SPMO vs KEEL
-45.0%
+56.4%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.1% | +3.3% | -0.2% |
| 7D | -8.9% | -13.6% | +4.7% | -7.0% |
| 30D | -13.8% | -39.1% | +25.3% | -7.6% |
| 3M | -12.5% | -48.9% | +36.4% | -4.6% |
| 6M | -1.5% | -35.4% | +33.9% | +3.5% |
| YTD | +11.3% | -10.6% | +22.0% | +10.7% |
| 1Y | +11.5% | -45.3% | +56.8% | +15.0% |
| All | +11.5% | -45.0% | +56.4% | +15.0% |
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