+89.3%
KRE vs ASX
+999.3%
-909.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +6.6% | -6.8% | -1.8% |
| 7D | -1.6% | +0.8% | -2.4% | -2.6% |
| 30D | +4.9% | -20.4% | +25.3% | +9.2% |
| 3M | -4.5% | -2.1% | -2.3% | -6.2% |
| 6M | +7.7% | +8.2% | -0.6% | 0.0% |
| YTD | +14.5% | +137.3% | -122.7% | -16.4% |
| 1Y | +21.5% | +155.0% | -133.5% | -13.4% |
| 3Y | +91.2% | +397.9% | -306.7% | +6.1% |
| 5Y | +11.8% | +529.2% | -517.5% | -44.1% |
| 10Y | +89.3% | +1,007.5% | -918.2% | -23.6% |
| All | +89.3% | +999.3% | -909.9% | -23.6% |
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