+29.1%
XLV vs KEEL
-58.5%
+87.6%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -21.4% | +18.9% | -2.8% |
| 7D | +0.5% | -28.6% | +29.0% | 0.0% |
| 30D | +10.7% | -52.4% | +63.1% | +9.4% |
| 3M | +13.1% | -58.0% | +71.1% | +11.7% |
| 6M | +28.3% | -53.3% | +81.6% | +25.8% |
| YTD | +20.9% | -29.8% | +50.7% | +16.7% |
| 1Y | +29.1% | -59.4% | +88.4% | +23.4% |
| All | +29.1% | -58.5% | +87.6% | +23.4% |
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