+392.6%
ASX vs KEY
+122.6%
+270.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.1% |
| 7D | -0.7% | +2.2% | -2.9% | -1.5% |
| 30D | +2.0% | -3.0% | +5.0% | +3.1% |
| 3M | -1.3% | +3.3% | -4.7% | -2.4% |
| 6M | +71.4% | +9.2% | +62.2% | +66.2% |
| YTD | +135.3% | +10.6% | +124.7% | +126.4% |
| 1Y | +267.5% | +20.4% | +247.1% | +242.3% |
| All | +392.6% | +122.6% | +270.0% | +269.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling