+143.9%
XRT vs KEEL
+294.5%
-150.6%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.8% | -2.4% | +1.2% |
| 7D | -3.2% | +2.9% | -6.1% | -3.4% |
| 30D | -4.5% | +0.8% | -5.3% | -4.8% |
| 3M | -3.1% | -35.3% | +32.2% | -1.5% |
| 6M | +4.2% | +59.4% | -55.1% | -0.8% |
| YTD | -0.1% | +51.9% | -52.0% | -5.2% |
| 1Y | -3.0% | +75.0% | -78.0% | -10.3% |
| 3Y | +41.8% | +224.5% | -182.7% | +20.1% |
| 5Y | -1.3% | -35.9% | +34.6% | -14.6% |
| All | +143.9% | +294.5% | -150.6% | +92.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling