+1,134.0%
ASX vs KEEL
+294.5%
+839.5%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.8% | -4.8% | -1.3% |
| 7D | +5.2% | +2.9% | +2.3% | +4.9% |
| 30D | +0.5% | +0.8% | -0.4% | +0.3% |
| 3M | +8.3% | -35.3% | +43.7% | +11.9% |
| 6M | +82.0% | +59.4% | +22.7% | +74.3% |
| YTD | +147.6% | +51.9% | +95.7% | +136.5% |
| 1Y | +258.8% | +75.0% | +183.8% | +233.7% |
| 3Y | +452.1% | +224.5% | +227.5% | +364.9% |
| 5Y | +441.7% | -35.9% | +477.6% | +369.7% |
| All | +1,134.0% | +294.5% | +839.5% | +908.2% |
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