+69.6%
V vs KEEL
-41.3%
+110.9%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -7.3% | +7.2% | +0.3% |
| 7D | -3.0% | +2.7% | -5.7% | -3.2% |
| 30D | +1.2% | +4.6% | -3.3% | +0.7% |
| 3M | +13.9% | -34.5% | +48.4% | +15.3% |
| 6M | +17.2% | +59.3% | -42.0% | +11.7% |
| YTD | +5.3% | +46.4% | -41.0% | +0.2% |
| 1Y | +9.5% | +96.6% | -87.1% | +0.1% |
| 3Y | +51.9% | +182.0% | -130.0% | +25.5% |
| 5Y | +69.6% | -38.2% | +107.8% | +46.0% |
| All | +69.6% | -41.3% | +110.9% | +46.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling