+415.3%
ASX vs A
+15.4%
+400.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.7% | +4.7% | +5.5% |
| 7D | -19.9% | -0.1% | -19.9% | -19.6% |
| 30D | -30.9% | +3.4% | -34.2% | -31.5% |
| 3M | -15.1% | +23.8% | -38.9% | -23.2% |
| 6M | -6.5% | +49.0% | -55.5% | -23.7% |
| YTD | +98.4% | +29.4% | +69.0% | +72.9% |
| 1Y | +107.9% | +19.4% | +88.5% | +88.7% |
| 3Y | +325.3% | +66.2% | +259.1% | +211.3% |
| All | +415.3% | +15.4% | +400.0% | +341.6% |
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