+10.6%
XLK vs KEEL
-58.5%
+69.2%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -21.4% | +13.4% | -4.3% |
| 7D | -14.0% | -28.6% | +14.6% | -9.4% |
| 30D | -19.6% | -52.4% | +32.8% | -10.0% |
| 3M | -12.6% | -58.0% | +45.5% | -1.1% |
| 6M | -1.7% | -53.3% | +51.5% | +8.3% |
| YTD | +13.2% | -29.8% | +43.0% | +15.4% |
| 1Y | +10.6% | -59.4% | +70.0% | +17.5% |
| All | +10.6% | -58.5% | +69.2% | +17.5% |
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