+148.7%
XLK vs KEEL
-34.6%
+183.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.8% | -2.5% | +0.9% |
| 7D | +0.2% | +2.9% | -2.7% | -0.2% |
| 30D | -0.6% | +0.8% | -1.5% | -1.2% |
| 3M | +2.6% | -35.3% | +37.9% | +6.4% |
| 6M | +34.0% | +59.4% | -25.4% | +23.7% |
| YTD | +30.7% | +51.9% | -21.2% | +20.1% |
| 1Y | +39.2% | +75.0% | -35.8% | +22.1% |
| 3Y | +120.4% | +224.5% | -104.1% | +60.6% |
| All | +148.7% | -34.6% | +183.3% | +104.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling