+3,552.3%
ASX vs A
+415.9%
+3,136.4%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | 0.0% |
| 7D | -0.7% | -1.9% | +1.2% | +0.1% |
| 30D | +2.0% | +6.9% | -4.9% | -1.2% |
| 3M | -1.3% | +9.2% | -10.6% | -5.6% |
| 6M | +71.4% | +25.7% | +45.8% | +52.9% |
| YTD | +135.3% | +11.5% | +123.8% | +120.4% |
| 1Y | +267.5% | +18.4% | +249.1% | +233.3% |
| 3Y | +388.5% | +26.6% | +361.9% | +323.2% |
| 5Y | +417.1% | -12.8% | +429.9% | +422.7% |
| 10Y | +872.7% | +247.2% | +625.6% | +431.1% |
| All | +3,552.3% | +415.9% | +3,136.4% | +1,087.3% |
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