+477.7%
ASX vs KR
+38.2%
+439.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.4% | +8.5% | +5.6% |
| 7D | +6.3% | -1.3% | +7.6% | +6.1% |
| 30D | +6.4% | +1.5% | +4.9% | +6.8% |
| 3M | +13.1% | -8.5% | +21.7% | +12.3% |
| 6M | +90.3% | -21.9% | +112.2% | +86.3% |
| YTD | +149.6% | -6.9% | +156.5% | +147.8% |
| 1Y | +249.2% | -14.0% | +263.2% | +245.3% |
| 3Y | +445.9% | +30.3% | +415.6% | +434.3% |
| 5Y | +477.7% | +37.7% | +440.0% | +447.7% |
| All | +477.7% | +38.2% | +439.6% | +447.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling