+748.4%
ASX vs KEY
+120.9%
+627.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.5% | +7.0% | +6.6% |
| 7D | -19.9% | -1.3% | -18.6% | -19.5% |
| 30D | -30.9% | +5.1% | -36.0% | -31.8% |
| 3M | -15.1% | -7.1% | -8.0% | -13.1% |
| 6M | -6.5% | -4.4% | -2.1% | -5.2% |
| YTD | +98.4% | +4.0% | +94.4% | +95.7% |
| 1Y | +107.9% | +23.4% | +84.5% | +94.5% |
| 3Y | +325.3% | +113.9% | +211.4% | +231.5% |
| 5Y | +447.3% | +12.3% | +435.0% | +399.4% |
| All | +748.4% | +120.9% | +627.5% | +606.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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