+3,552.3%
ASX vs KR
+656.7%
+2,895.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | -0.7% | +1.5% | -2.2% | -0.9% |
| 30D | +2.0% | +4.1% | -2.1% | +1.3% |
| 3M | -1.3% | -5.2% | +3.9% | -1.1% |
| 6M | +71.4% | -12.8% | +84.2% | +73.2% |
| YTD | +135.3% | -4.6% | +139.9% | +133.8% |
| 1Y | +267.5% | -11.7% | +279.2% | +268.9% |
| 3Y | +388.5% | +36.3% | +352.2% | +342.7% |
| 5Y | +417.1% | +40.0% | +377.1% | +356.3% |
| 10Y | +872.7% | +122.2% | +750.5% | +625.4% |
| All | +3,552.3% | +656.7% | +2,895.6% | +1,533.6% |
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