+144.5%
ASX vs KEY
+22.3%
+122.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.5% | -3.8% |
| 7D | +22.1% | +1.8% | +20.3% | +21.1% |
| 30D | -23.8% | +7.1% | -30.9% | -25.2% |
| 3M | -7.6% | -5.9% | -1.7% | -4.8% |
| 6M | +6.9% | +2.2% | +4.7% | +7.3% |
| YTD | +127.7% | +6.4% | +121.3% | +121.2% |
| 1Y | +144.5% | +24.8% | +119.8% | +125.1% |
| All | +144.5% | +22.3% | +122.2% | +125.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling