+149.3%
KRE vs ASX
+3,156.9%
-3,007.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +6.6% | -6.8% | -2.0% |
| 7D | -1.6% | +0.8% | -2.4% | -2.7% |
| 30D | +4.9% | -20.4% | +25.3% | +9.7% |
| 3M | -4.5% | -2.1% | -2.3% | -6.5% |
| 6M | +7.7% | +8.2% | -0.6% | -0.6% |
| YTD | +14.5% | +137.3% | -122.7% | -17.6% |
| 1Y | +21.5% | +155.0% | -133.5% | -14.6% |
| 3Y | +91.2% | +397.9% | -306.7% | +4.9% |
| 5Y | +11.8% | +529.2% | -517.5% | -44.6% |
| 10Y | +89.3% | +1,007.5% | -918.2% | -27.4% |
| All | +149.3% | +3,156.9% | -3,007.6% | -49.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling