+22.7%
VZ vs KEEL
+104.8%
-82.0%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -7.3% | +7.7% | +0.1% |
| 7D | -1.2% | +2.7% | -3.9% | -1.1% |
| 30D | +5.7% | +4.6% | +1.2% | +6.1% |
| 3M | +8.2% | -34.5% | +42.7% | +7.3% |
| 6M | +1.7% | +59.3% | -57.5% | +5.0% |
| YTD | +28.9% | +46.4% | -17.5% | +33.0% |
| 1Y | +22.7% | +96.6% | -73.8% | +32.7% |
| All | +22.7% | +104.8% | -82.0% | +32.7% |
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