+1,337.5%
STX vs KEEL
+186.7%
+1,150.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -7.3% | +4.6% | -1.4% |
| 7D | +8.0% | +2.7% | +5.3% | +7.5% |
| 30D | +5.1% | +4.6% | +0.5% | +4.1% |
| 3M | +5.8% | -34.5% | +40.2% | +11.9% |
| 6M | +124.9% | +59.3% | +65.7% | +111.0% |
| YTD | +213.9% | +46.4% | +167.5% | +194.8% |
| 1Y | +350.4% | +96.6% | +253.8% | +299.1% |
| All | +1,337.5% | +186.7% | +1,150.9% | +1,101.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling