+13.0%
KRE vs ASX
+497.4%
-484.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.3% | -3.7% | -1.1% |
| 7D | +0.3% | -9.1% | +9.4% | +1.6% |
| 30D | +5.9% | -23.6% | +29.5% | +10.5% |
| 3M | -3.3% | -5.6% | +2.3% | -4.2% |
| 6M | +5.8% | +4.7% | +1.2% | -0.5% |
| YTD | +14.7% | +122.6% | -107.8% | -14.2% |
| 1Y | +22.0% | +133.0% | -111.0% | -10.2% |
| 3Y | +91.6% | +367.1% | -275.5% | +6.2% |
| 5Y | +13.0% | +504.7% | -491.8% | -44.6% |
| All | +13.0% | +497.4% | -484.5% | -44.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling