+366.0%
WDC vs KEEL
+89.9%
+276.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.8% | -6.8% | -4.1% |
| 7D | -4.3% | +2.9% | -7.2% | -5.2% |
| 30D | -1.5% | +0.8% | -2.3% | -2.6% |
| 3M | -15.5% | -35.3% | +19.8% | -6.8% |
| 6M | +66.5% | +59.4% | +7.1% | +50.4% |
| YTD | +159.9% | +51.9% | +107.9% | +133.0% |
| 1Y | +366.0% | +75.0% | +291.0% | +308.7% |
| All | +366.0% | +89.9% | +276.1% | +308.7% |
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