+24.7%
TEAM vs KEEL
+309.9%
-285.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.3% | +0.8% |
| 7D | -4.7% | +19.3% | -24.0% | -6.2% |
| 30D | +17.0% | +9.1% | +7.9% | +15.5% |
| 3M | +85.9% | -31.5% | +117.5% | +88.5% |
| 6M | +116.7% | +75.8% | +40.8% | +97.7% |
| YTD | +9.6% | +57.9% | -48.3% | -0.1% |
| 1Y | -2.5% | +133.3% | -135.9% | -17.4% |
| 3Y | -14.0% | +204.1% | -218.1% | -34.1% |
| 5Y | -53.1% | -37.5% | -15.5% | -62.8% |
| All | +24.7% | +309.9% | -285.3% | -4.3% |
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