+3,433.5%
ASX vs KR
+801.6%
+2,631.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.5% | -4.5% | -4.1% |
| 7D | +22.1% | +0.5% | +21.6% | +22.0% |
| 30D | -23.8% | +14.9% | -38.7% | -25.4% |
| 3M | -7.6% | +25.4% | -33.0% | -11.0% |
| 6M | +6.9% | +9.3% | -2.4% | +4.4% |
| YTD | +127.7% | +13.7% | +114.0% | +119.7% |
| 1Y | +144.5% | +9.2% | +135.4% | +137.4% |
| 3Y | +377.8% | +70.1% | +307.7% | +317.1% |
| 5Y | +498.2% | +82.5% | +415.8% | +404.4% |
| 10Y | +962.7% | +155.7% | +807.0% | +680.2% |
| All | +3,433.5% | +801.6% | +2,631.9% | +1,435.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling