+123.8%
STX vs KEEL
-45.0%
+168.8%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -4.1% | -4.0% | -6.7% |
| 7D | -20.2% | -13.6% | -6.6% | -16.4% |
| 30D | -37.2% | -39.1% | +1.9% | -26.4% |
| 3M | -34.1% | -48.9% | +14.9% | -19.6% |
| 6M | -24.5% | -35.4% | +10.9% | -13.5% |
| YTD | +102.9% | -10.6% | +113.6% | +106.4% |
| 1Y | +123.8% | -45.3% | +169.1% | +158.6% |
| All | +123.8% | -45.0% | +168.8% | +158.6% |
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