+1.2%
ASX vs KR
+10.6%
-9.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.4% | -3.5% | -0.5% |
| 7D | +12.4% | +4.6% | +7.8% | +18.0% |
| 30D | -19.8% | +12.2% | -32.0% | -7.8% |
| 3M | -10.3% | +24.6% | -34.9% | +16.8% |
| 6M | +1.2% | +8.2% | -7.0% | +13.7% |
| All | +1.2% | +10.6% | -9.3% | +13.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling