+415.3%
ASX vs KEY
+11.7%
+403.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.5% | +7.0% | +6.6% |
| 7D | -19.9% | -1.3% | -18.6% | -19.4% |
| 30D | -30.9% | +5.1% | -36.0% | -31.9% |
| 3M | -15.1% | -7.1% | -8.0% | -13.0% |
| 6M | -6.5% | -4.4% | -2.1% | -5.1% |
| YTD | +98.4% | +4.0% | +94.4% | +95.6% |
| 1Y | +107.9% | +23.4% | +84.5% | +93.9% |
| 3Y | +325.3% | +113.9% | +211.4% | +229.5% |
| All | +415.3% | +11.7% | +403.6% | +416.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling