+190.9%
TRV vs KEEL
+280.1%
-89.2%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -7.3% | +7.8% | +0.5% |
| 7D | -1.5% | +2.7% | -4.2% | -1.5% |
| 30D | -1.8% | +4.6% | -6.4% | -1.8% |
| 3M | +21.6% | -34.5% | +56.1% | +21.7% |
| 6M | +22.5% | +59.3% | -36.8% | +22.0% |
| YTD | +28.1% | +46.4% | -18.2% | +27.6% |
| 1Y | +37.0% | +96.6% | -59.5% | +36.0% |
| 3Y | +141.9% | +182.0% | -40.1% | +138.7% |
| 5Y | +158.5% | -38.2% | +196.7% | +155.1% |
| All | +190.9% | +280.1% | -89.2% | +185.6% |
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