+37.4%
SYY vs KEEL
+294.5%
-257.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.8% | -2.7% | +1.0% |
| 7D | +3.9% | +2.9% | +1.1% | +3.9% |
| 30D | -1.7% | +0.8% | -2.6% | -1.9% |
| 3M | +5.2% | -35.3% | +40.5% | +5.8% |
| 6M | -0.2% | +59.4% | -59.6% | -2.1% |
| YTD | +15.4% | +51.9% | -36.5% | +13.0% |
| 1Y | +5.6% | +75.0% | -69.4% | +2.4% |
| 3Y | +28.9% | +224.5% | -195.7% | +20.2% |
| 5Y | +24.1% | -35.9% | +60.0% | +16.4% |
| All | +37.4% | +294.5% | -257.0% | +23.4% |
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 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