-35.3%
KEEL price history and return analytics
+65.7%
-101.0%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.9% | +2.9% | +0.9% |
| 7D | +2.9% | -1.1% | +4.0% | +6.7% |
| 30D | +0.8% | -1.0% | +1.8% | +5.0% |
| 3M | -35.3% | +3.2% | -38.5% | -40.1% |
| 6M | +59.4% | +12.5% | +46.9% | +16.6% |
| YTD | +51.9% | +14.1% | +37.9% | +10.0% |
| 1Y | +75.0% | +18.9% | +56.1% | +14.7% |
| 3Y | +224.5% | +74.1% | +150.5% | -26.2% |
| All | -35.3% | +65.7% | -101.0% | -73.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling