-25.8%
ACN vs ASX
+482.2%
-508.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.0% | +2.3% | +0.4% |
| 7D | -3.8% | +12.4% | -16.2% | -4.7% |
| 30D | +16.5% | -19.8% | +36.3% | +18.0% |
| 3M | +41.5% | -10.3% | +51.8% | +40.8% |
| 6M | +60.1% | +1.2% | +58.8% | +51.2% |
| YTD | -3.9% | +123.0% | -127.0% | -28.0% |
| 1Y | +4.1% | +145.4% | -141.3% | -24.3% |
| 3Y | -15.9% | +368.6% | -384.5% | -54.0% |
| All | -25.8% | +482.2% | -508.0% | -64.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling