+2,793.8%
ASX vs A
+488.4%
+2,305.4%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -3.0% | -17.7% | -19.4% |
| 7D | -33.3% | -5.2% | -28.1% | -31.4% |
| 30D | -36.5% | +1.4% | -37.9% | -36.5% |
| 3M | -19.2% | +21.9% | -41.1% | -25.9% |
| 6M | -10.2% | +46.7% | -56.9% | -24.9% |
| YTD | +86.5% | +27.2% | +59.3% | +65.3% |
| 1Y | +89.6% | +17.9% | +71.7% | +73.6% |
| 3Y | +298.6% | +61.1% | +237.5% | +211.8% |
| 5Y | +414.3% | +13.8% | +400.4% | +363.6% |
| 10Y | +711.1% | +318.8% | +392.3% | +310.0% |
| All | +2,793.8% | +488.4% | +2,305.4% | +790.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling