+432.3%
ASX vs KEY
+40.7%
+391.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.1% |
| 7D | -0.7% | +2.2% | -2.9% | -1.4% |
| 30D | +2.0% | -3.0% | +5.0% | +3.0% |
| 3M | -1.3% | +3.3% | -4.7% | -2.3% |
| 6M | +71.4% | +9.2% | +62.2% | +66.8% |
| YTD | +135.3% | +10.6% | +124.7% | +127.4% |
| 1Y | +267.5% | +20.4% | +247.1% | +244.9% |
| 3Y | +388.5% | +121.8% | +266.6% | +273.8% |
| All | +432.3% | +40.7% | +391.6% | +391.2% |
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