+101.8%
UBER vs KEEL
+309.9%
-208.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.8% |
| 7D | -7.0% | +19.3% | -26.3% | -8.4% |
| 30D | -8.9% | +9.1% | -18.0% | -9.9% |
| 3M | +1.0% | -31.5% | +32.5% | +2.6% |
| 6M | -3.7% | +75.8% | -79.6% | -10.2% |
| YTD | -13.0% | +57.9% | -70.9% | -18.9% |
| 1Y | -25.5% | +133.3% | -158.9% | -34.1% |
| 3Y | +50.5% | +204.1% | -153.6% | +23.4% |
| 5Y | +76.2% | -37.5% | +113.7% | +47.0% |
| All | +101.8% | +309.9% | -208.2% | +73.5% |
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