+1,011.4%
ASX vs KEEL
+105.5%
+905.9%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.6% | +2.6% | -1.6% |
| 7D | +12.4% | -0.5% | +12.9% | +12.5% |
| 30D | -19.8% | -27.1% | +7.3% | -17.1% |
| 3M | -10.3% | -43.8% | +33.5% | -5.2% |
| 6M | +1.2% | -55.2% | +56.4% | +8.9% |
| YTD | +123.0% | -20.9% | +143.9% | +127.0% |
| 1Y | +145.4% | -28.5% | +173.9% | +151.0% |
| 3Y | +368.6% | +66.1% | +302.6% | +322.2% |
| 5Y | +486.0% | -78.3% | +564.4% | +450.5% |
| All | +1,011.4% | +105.5% | +905.9% | +868.0% |
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