+249.2%
ASX vs A
+16.1%
+233.1%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.7% | +8.7% | +6.7% |
| 7D | +6.3% | -2.1% | +8.4% | +6.7% |
| 30D | +6.4% | +0.6% | +5.8% | +6.2% |
| 3M | +13.1% | +10.9% | +2.3% | +9.6% |
| 6M | +90.3% | +28.2% | +62.1% | +77.4% |
| YTD | +149.6% | +8.6% | +141.1% | +139.1% |
| 1Y | +249.2% | +15.5% | +233.6% | +231.9% |
| All | +249.2% | +16.1% | +233.1% | +231.9% |
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