+2,427.5%
ACN vs ASX
+6,413.5%
-3,986.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +6.4% | -8.2% | -3.0% |
| 7D | +0.9% | -19.9% | +20.8% | +4.5% |
| 30D | +33.5% | -30.9% | +64.4% | +41.1% |
| 3M | +53.5% | -15.1% | +68.5% | +54.5% |
| 6M | +52.2% | -6.5% | +58.7% | +44.8% |
| YTD | -0.1% | +98.4% | -98.5% | -20.7% |
| 1Y | +11.0% | +107.9% | -96.8% | -13.0% |
| 3Y | -11.8% | +325.3% | -337.1% | -43.2% |
| 5Y | -22.8% | +447.3% | -470.1% | -53.8% |
| 10Y | +162.4% | +763.2% | -600.8% | +34.9% |
| All | +2,427.5% | +6,413.5% | -3,986.0% | +535.5% |
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