+28.1%
SW vs KEEL
-45.0%
+73.1%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -4.1% | +8.2% | +4.2% |
| 7D | +12.1% | -13.6% | +25.6% | +12.5% |
| 30D | +6.6% | -39.1% | +45.7% | +8.4% |
| 3M | -6.0% | -48.9% | +42.9% | -3.9% |
| 6M | +21.5% | -35.4% | +56.9% | +21.2% |
| YTD | +20.3% | -10.6% | +31.0% | +17.0% |
| 1Y | +28.1% | -45.3% | +73.5% | +26.4% |
| All | +28.1% | -45.0% | +73.1% | +26.4% |
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 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