+223.2%
SU vs KEEL
+294.5%
-71.3%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.8% | -3.9% | -0.2% |
| 7D | +2.2% | +2.9% | -0.7% | +2.1% |
| 30D | +8.4% | +0.8% | +7.6% | +8.3% |
| 3M | +12.1% | -35.3% | +47.4% | +12.9% |
| 6M | +19.7% | +59.4% | -39.7% | +16.9% |
| YTD | +58.4% | +51.9% | +6.5% | +54.6% |
| 1Y | +67.2% | +75.0% | -7.8% | +61.2% |
| 3Y | +125.0% | +224.5% | -99.5% | +107.2% |
| 5Y | +355.1% | -35.9% | +391.0% | +320.3% |
| All | +223.2% | +294.5% | -71.3% | +196.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling