+457.5%
ASX vs KEYS
+144.6%
+312.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEYS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.6% | -1.6% | -2.1% |
| 7D | +6.5% | +0.9% | +5.6% | +5.9% |
| 30D | +3.1% | -5.3% | +8.4% | +7.1% |
| 3M | +17.4% | +0.5% | +16.9% | +18.6% |
| 6M | +85.4% | +14.0% | +71.4% | +75.1% |
| YTD | +150.1% | +60.3% | +89.8% | +88.6% |
| 1Y | +256.3% | +91.3% | +165.0% | +139.0% |
| All | +457.5% | +144.6% | +312.9% | +206.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KEYS.
Daily Out/Under-Performance
Portfolio return minus KEYS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEYS 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 KEYS 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