+9.3%
XYZ vs KEEL
+169.0%
-159.7%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.6% | -4.3% | -1.1% |
| 7D | -1.0% | +7.8% | -8.7% | -1.7% |
| 30D | -1.7% | -11.7% | +10.0% | -1.0% |
| 3M | +16.7% | -41.5% | +58.2% | +21.4% |
| 6M | +26.9% | +54.9% | -28.1% | +15.8% |
| YTD | +27.1% | +47.7% | -20.5% | +15.6% |
| 1Y | +9.3% | +177.6% | -168.3% | -4.1% |
| All | +9.3% | +169.0% | -159.7% | -4.1% |
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