+18.4%
XRT vs KEEL
-45.0%
+63.3%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -4.1% | +9.7% | +5.6% |
| 7D | +8.0% | -13.6% | +21.6% | +8.4% |
| 30D | +13.0% | -39.1% | +52.2% | +14.5% |
| 3M | +1.7% | -48.9% | +50.6% | +3.5% |
| 6M | +12.6% | -35.4% | +48.0% | +11.6% |
| YTD | +10.7% | -10.6% | +21.3% | +6.0% |
| 1Y | +18.4% | -45.3% | +63.7% | +14.8% |
| All | +18.4% | -45.0% | +63.3% | +14.8% |
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 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