+338.3%
SU vs KEEL
-34.6%
+372.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.8% | -3.9% | -0.3% |
| 7D | +2.2% | +2.9% | -0.7% | +2.1% |
| 30D | +8.4% | +0.8% | +7.6% | +8.1% |
| 3M | +12.1% | -35.3% | +47.4% | +13.6% |
| 6M | +19.7% | +59.4% | -39.7% | +14.6% |
| YTD | +58.4% | +51.9% | +6.5% | +51.2% |
| 1Y | +67.2% | +75.0% | -7.8% | +55.4% |
| 3Y | +125.0% | +224.5% | -99.5% | +86.2% |
| All | +338.3% | -34.6% | +372.9% | +282.9% |
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