+440.6%
ASX vs KEYS
+87.1%
+353.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEYS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.0% | -5.0% | -3.8% |
| 7D | +5.2% | +3.5% | +1.7% | +2.7% |
| 30D | +0.5% | -4.5% | +5.0% | +3.7% |
| 3M | +8.3% | -0.4% | +8.7% | +9.6% |
| 6M | +82.0% | +19.1% | +62.9% | +65.2% |
| YTD | +147.6% | +66.7% | +81.0% | +77.0% |
| 1Y | +258.8% | +96.5% | +162.4% | +128.6% |
| 3Y | +452.1% | +155.2% | +296.9% | +185.7% |
| All | +440.6% | +87.1% | +353.5% | +219.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling