+0.3%
WBD vs KEEL
+294.5%
-294.2%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.8% | -4.3% | -0.8% |
| 7D | -0.7% | +2.9% | -3.6% | -1.0% |
| 30D | +1.4% | +0.8% | +0.6% | +1.0% |
| 3M | +4.4% | -35.3% | +39.7% | +6.4% |
| 6M | +0.8% | +59.4% | -58.5% | -4.7% |
| YTD | -2.7% | +51.9% | -54.6% | -8.5% |
| 1Y | +73.4% | +75.0% | -1.6% | +58.0% |
| 3Y | +142.1% | +224.5% | -82.4% | +100.7% |
| 5Y | +7.2% | -35.9% | +43.1% | -10.4% |
| All | +0.3% | +294.5% | -294.2% | -20.0% |
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 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