+122.0%
KRE vs ASX
+973.8%
-851.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.5% | -4.7% | -2.1% |
| 7D | -1.1% | +11.1% | -12.2% | -3.8% |
| 30D | -3.4% | +9.6% | -13.0% | -5.9% |
| 3M | +3.7% | +18.6% | -14.9% | -2.9% |
| 6M | +14.8% | +92.1% | -77.4% | -7.9% |
| YTD | +14.7% | +158.5% | -143.8% | -16.2% |
| 1Y | +16.0% | +271.9% | -255.9% | -24.7% |
| 3Y | +84.3% | +465.2% | -381.0% | +1.3% |
| 5Y | +30.9% | +479.4% | -448.6% | -31.1% |
| 10Y | +122.0% | +992.0% | -870.0% | -9.4% |
| All | +122.0% | +973.8% | -851.8% | -9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 10y: compounded portfolio wealth divided by compounded ASX 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…
10y analysis · Full analysis span regression · 6 months rolling