+409.3%
XLK vs KEEL
+294.5%
+114.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.8% | -2.5% | +1.1% |
| 7D | +0.2% | +2.9% | -2.7% | 0.0% |
| 30D | -0.6% | +0.8% | -1.5% | -0.9% |
| 3M | +2.6% | -35.3% | +37.9% | +4.8% |
| 6M | +34.0% | +59.4% | -25.4% | +28.1% |
| YTD | +30.7% | +51.9% | -21.2% | +24.7% |
| 1Y | +39.2% | +75.0% | -35.8% | +29.7% |
| 3Y | +120.4% | +224.5% | -104.1% | +88.9% |
| 5Y | +148.8% | -35.9% | +184.7% | +117.9% |
| All | +409.3% | +294.5% | +114.8% | +304.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling