+35.6%
XLK vs KEEL
+36.4%
-0.8%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.4% | +1.6% | -1.4% |
| 7D | -1.6% | -0.6% | -1.0% | -1.6% |
| 30D | -3.0% | -1.7% | -1.3% | -3.2% |
| 3M | -0.2% | -38.3% | +38.1% | +4.2% |
| 6M | +35.0% | +54.0% | -19.0% | +27.1% |
| YTD | +28.3% | +46.8% | -18.5% | +20.1% |
| All | +35.6% | +36.4% | -0.8% | +24.9% |
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