+199.8%
TER vs KEEL
+169.0%
+30.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +3.6% | +1.9% | +4.4% |
| 7D | +0.6% | +7.8% | -7.2% | -1.6% |
| 30D | -8.3% | -11.7% | +3.4% | -5.7% |
| 3M | -12.2% | -41.5% | +29.2% | -1.2% |
| 6M | +17.0% | +54.9% | -37.9% | +8.8% |
| YTD | +84.6% | +47.7% | +36.9% | +70.8% |
| 1Y | +199.8% | +177.6% | +22.2% | +233.7% |
| All | +199.8% | +169.0% | +30.8% | +233.7% |
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 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