+151.4%
ACN vs ASX
+999.3%
-847.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +6.6% | -8.5% | -2.9% |
| 7D | -4.0% | +0.8% | -4.8% | -4.7% |
| 30D | +19.0% | -20.4% | +39.4% | +22.0% |
| 3M | +42.2% | -2.1% | +44.3% | +39.4% |
| 6M | +50.1% | +8.2% | +41.9% | +38.5% |
| YTD | -2.7% | +137.3% | -140.0% | -28.6% |
| 1Y | +7.6% | +155.0% | -147.4% | -22.8% |
| 3Y | -15.9% | +397.9% | -413.8% | -52.8% |
| 5Y | -24.4% | +529.2% | -553.6% | -61.7% |
| 10Y | +151.4% | +1,007.5% | -856.1% | +0.3% |
| All | +151.4% | +999.3% | -847.9% | +0.3% |
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