+7.0%
ACN vs ASX
+126.1%
-119.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +8.6% | -11.0% | 0.0% |
| 7D | -2.5% | -12.3% | +9.8% | -5.4% |
| 30D | +22.6% | -26.0% | +48.6% | +14.4% |
| 3M | +45.9% | -8.1% | +54.0% | +46.0% |
| 6M | +43.8% | +1.4% | +42.4% | +48.9% |
| YTD | -2.5% | +115.6% | -118.0% | +3.4% |
| All | +7.0% | +126.1% | -119.1% | +12.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling