+1,008.4%
ASX vs KEY
+95.2%
+913.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.5% | -3.9% |
| 7D | +22.1% | +1.8% | +20.3% | +21.5% |
| 30D | -23.8% | +7.1% | -30.9% | -25.2% |
| 3M | -7.6% | -5.9% | -1.7% | -5.8% |
| 6M | +6.9% | +2.2% | +4.7% | +6.3% |
| YTD | +127.7% | +6.4% | +121.3% | +123.1% |
| 1Y | +144.5% | +24.8% | +119.8% | +128.0% |
| 3Y | +377.8% | +125.2% | +252.6% | +265.3% |
| 5Y | +498.2% | +13.0% | +485.3% | +444.5% |
| All | +1,008.4% | +95.2% | +913.1% | +711.0% |
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