+156.3%
ACN vs ASX
+849.3%
-693.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +8.6% | -11.0% | -3.7% |
| 7D | -2.5% | -12.3% | +9.8% | -1.1% |
| 30D | +22.6% | -26.0% | +48.6% | +27.2% |
| 3M | +45.9% | -8.1% | +54.0% | +44.3% |
| 6M | +43.8% | +1.4% | +42.4% | +33.6% |
| YTD | -2.5% | +115.6% | -118.0% | -27.3% |
| 1Y | +6.5% | +128.0% | -121.5% | -22.0% |
| 3Y | -14.2% | +371.4% | -385.6% | -51.7% |
| 5Y | -24.4% | +469.4% | -493.8% | -61.0% |
| 10Y | +156.3% | +842.6% | -686.3% | +5.7% |
| All | +156.3% | +849.3% | -693.0% | +5.7% |
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 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