+504.7%
ASX vs KR
+82.5%
+422.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.9% | +2.4% | +3.5% |
| 7D | -9.1% | +2.7% | -11.8% | -8.5% |
| 30D | -23.6% | +11.3% | -34.9% | -21.5% |
| 3M | -5.6% | +22.3% | -27.9% | -1.1% |
| 6M | +4.7% | +5.8% | -1.1% | +8.2% |
| YTD | +122.6% | +11.7% | +110.9% | +130.6% |
| 1Y | +133.0% | +8.9% | +124.1% | +141.1% |
| 3Y | +367.1% | +67.1% | +300.0% | +369.4% |
| 5Y | +504.7% | +80.0% | +424.7% | +525.7% |
| All | +504.7% | +82.5% | +422.3% | +525.7% |
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