+144.5%
ASX vs KR
+10.0%
+134.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.5% | -4.5% | -3.7% |
| 7D | +22.1% | +0.5% | +21.6% | +22.6% |
| 30D | -23.8% | +14.9% | -38.7% | -14.8% |
| 3M | -7.6% | +25.4% | -33.0% | +10.1% |
| 6M | +6.9% | +9.3% | -2.4% | +20.3% |
| YTD | +127.7% | +13.7% | +114.0% | +151.8% |
| 1Y | +144.5% | +9.2% | +135.4% | +170.9% |
| All | +144.5% | +10.0% | +134.5% | +170.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 1y: compounded portfolio wealth divided by compounded KR 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…
1y analysis · Full analysis span regression · 6 months rolling