+146.5%
ASX vs A
+24.4%
+122.1%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.0% | -4.9% | -4.2% |
| 7D | -14.6% | -2.4% | -12.2% | -13.9% |
| 30D | -21.1% | +3.6% | -24.7% | -21.5% |
| 3M | -3.1% | +27.5% | -30.5% | -8.5% |
| 6M | +17.4% | +58.5% | -41.1% | +3.7% |
| YTD | +135.3% | +31.2% | +104.1% | +114.2% |
| 1Y | +146.5% | +22.2% | +124.3% | +126.4% |
| All | +146.5% | +24.4% | +122.1% | +126.4% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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