+3,552.3%
ASX vs KEY
+119.1%
+3,433.2%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.1% |
| 7D | -0.7% | +2.2% | -2.9% | -1.3% |
| 30D | +2.0% | -3.0% | +5.0% | +2.8% |
| 3M | -1.3% | +3.3% | -4.7% | -2.1% |
| 6M | +71.4% | +9.2% | +62.2% | +67.7% |
| YTD | +135.3% | +10.6% | +124.7% | +129.1% |
| 1Y | +267.5% | +20.4% | +247.1% | +249.3% |
| 3Y | +388.5% | +121.8% | +266.6% | +292.2% |
| 5Y | +417.1% | +41.1% | +376.0% | +349.4% |
| 10Y | +872.7% | +168.5% | +704.2% | +576.3% |
| All | +3,552.3% | +119.1% | +3,433.2% | +1,813.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling