+1,072.7%
ASX vs KEEL
+283.4%
+789.3%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.6% | -3.4% | -0.1% |
| 7D | -0.7% | +7.8% | -8.5% | -1.4% |
| 30D | +2.0% | -11.7% | +13.7% | +2.9% |
| 3M | -1.3% | -41.5% | +40.1% | +2.8% |
| 6M | +71.4% | +54.9% | +16.5% | +64.6% |
| YTD | +135.3% | +47.7% | +87.7% | +125.3% |
| 1Y | +267.5% | +177.6% | +89.9% | +228.8% |
| 3Y | +388.5% | +164.9% | +223.6% | +317.2% |
| 5Y | +417.1% | -45.9% | +463.0% | +351.3% |
| All | +1,072.7% | +283.4% | +789.3% | +860.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling