+88.7%
ACN vs ASX
+918.4%
-829.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +6.1% | -10.2% | -5.3% |
| 7D | -4.8% | +6.3% | -11.1% | -6.0% |
| 30D | +1.9% | +6.4% | -4.5% | +0.4% |
| 3M | +3.9% | +13.1% | -9.3% | -1.8% |
| 6M | -15.0% | +90.3% | -105.3% | -31.3% |
| YTD | -31.9% | +149.6% | -181.5% | -49.4% |
| 1Y | -28.5% | +249.2% | -277.7% | -52.2% |
| 3Y | -41.9% | +445.9% | -487.8% | -67.5% |
| 5Y | -42.9% | +477.7% | -520.6% | -69.7% |
| 10Y | +88.7% | +913.4% | -824.7% | -21.6% |
| All | +88.7% | +918.4% | -829.6% | -21.6% |
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