+476.3%
ASX vs KEEL
+209.2%
+267.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.5% | +4.1% | +3.6% |
| 7D | +11.1% | +19.3% | -8.2% | +8.1% |
| 30D | +9.6% | +9.1% | +0.5% | +7.8% |
| 3M | +18.6% | -31.5% | +50.2% | +23.8% |
| 6M | +92.1% | +75.8% | +16.3% | +78.2% |
| YTD | +158.5% | +57.9% | +100.6% | +140.4% |
| 1Y | +271.9% | +133.3% | +138.6% | +221.2% |
| All | +476.3% | +209.2% | +267.1% | +338.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling