+1,048.0%
STX vs KEEL
-34.6%
+1,082.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +3.8% | -7.5% | -4.3% |
| 7D | -2.3% | +2.9% | -5.1% | -2.7% |
| 30D | -5.5% | +0.8% | -6.3% | -5.9% |
| 3M | -4.3% | -35.3% | +31.0% | +1.1% |
| 6M | +115.6% | +59.4% | +56.2% | +100.9% |
| YTD | +202.2% | +51.9% | +150.3% | +180.7% |
| 1Y | +325.3% | +75.0% | +250.3% | +277.4% |
| 3Y | +1,283.9% | +224.5% | +1,059.4% | +920.6% |
| All | +1,048.0% | -34.6% | +1,082.7% | +835.4% |
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 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