+27.4%
WMT vs KEEL
-45.0%
+72.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -4.1% | +7.6% | +3.3% |
| 7D | +8.8% | -13.6% | +22.3% | +8.5% |
| 30D | +22.9% | -39.1% | +62.1% | +21.8% |
| 3M | +16.1% | -48.9% | +65.0% | +14.8% |
| 6M | -0.5% | -35.4% | +34.9% | -2.6% |
| YTD | +16.7% | -10.6% | +27.3% | +11.9% |
| 1Y | +27.4% | -45.3% | +72.7% | +23.7% |
| All | +27.4% | -45.0% | +72.3% | +23.7% |
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