+258.8%
ASX vs KEEL
+89.9%
+168.9%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.8% | -4.8% | -1.8% |
| 7D | +5.2% | +2.9% | +2.3% | +4.5% |
| 30D | +0.5% | +0.8% | -0.4% | -0.1% |
| 3M | +8.3% | -35.3% | +43.7% | +15.6% |
| 6M | +82.0% | +59.4% | +22.7% | +71.3% |
| YTD | +147.6% | +51.9% | +95.7% | +132.7% |
| 1Y | +258.8% | +75.0% | +183.8% | +213.7% |
| All | +258.8% | +89.9% | +168.9% | +213.7% |
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