+529.2%
ASX vs A
+14.4%
+514.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.5% | +7.1% | +6.9% |
| 7D | +0.8% | -0.1% | +1.0% | +1.3% |
| 30D | -20.4% | +3.3% | -23.7% | -21.1% |
| 3M | -2.1% | +18.5% | -20.7% | -9.6% |
| 6M | +8.2% | +59.3% | -51.1% | -14.5% |
| YTD | +137.3% | +31.0% | +106.3% | +105.6% |
| 1Y | +155.0% | +19.3% | +135.7% | +131.9% |
| 3Y | +397.9% | +66.8% | +331.1% | +264.4% |
| 5Y | +529.2% | +15.5% | +513.7% | +431.1% |
| All | +529.2% | +14.4% | +514.8% | +431.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling