+1,697.2%
ACN vs ASX
+7,624.4%
-5,927.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.2% | -3.5% | -3.4% |
| 7D | -1.5% | -0.7% | -0.8% | -1.4% |
| 30D | +9.4% | +2.0% | +7.4% | +8.7% |
| 3M | +5.6% | -1.3% | +7.0% | +2.9% |
| 6M | -9.3% | +71.4% | -80.7% | -22.9% |
| YTD | -29.0% | +135.3% | -164.3% | -44.2% |
| 1Y | -24.7% | +267.5% | -292.1% | -47.0% |
| 3Y | -39.8% | +388.5% | -428.3% | -61.4% |
| 5Y | -40.9% | +417.1% | -458.0% | -63.3% |
| 10Y | +91.1% | +872.7% | -781.6% | -1.7% |
| All | +1,697.2% | +7,624.4% | -5,927.2% | +347.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling