+59.1%
T vs KEEL
+294.5%
-235.4%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.8% | -1.8% | +2.0% |
| 7D | +1.5% | +2.9% | -1.4% | +1.5% |
| 30D | +7.5% | +0.8% | +6.6% | +7.4% |
| 3M | +14.8% | -35.3% | +50.1% | +15.0% |
| 6M | -1.7% | +59.4% | -61.1% | -2.2% |
| YTD | +8.7% | +51.9% | -43.2% | +8.1% |
| 1Y | -7.5% | +75.0% | -82.5% | -8.3% |
| 3Y | +110.2% | +224.5% | -114.3% | +104.6% |
| 5Y | +71.6% | -35.9% | +107.6% | +66.5% |
| All | +59.1% | +294.5% | -235.4% | +49.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling