+414.3%
ASX vs KEY
+12.4%
+401.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -2.7% | -18.0% | -19.9% |
| 7D | -33.3% | -2.5% | -30.8% | -32.6% |
| 30D | -36.5% | +4.1% | -40.5% | -37.2% |
| 3M | -19.2% | -8.4% | -10.8% | -16.9% |
| 6M | -10.2% | -2.3% | -7.9% | -9.5% |
| YTD | +86.5% | +4.6% | +81.9% | +83.5% |
| 1Y | +89.6% | +24.6% | +65.1% | +76.4% |
| 3Y | +298.6% | +112.8% | +185.8% | +209.3% |
| 5Y | +414.3% | +12.9% | +401.3% | +415.8% |
| All | +414.3% | +12.4% | +401.9% | +415.8% |
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 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