+3,354.6%
ASX vs A
+509.2%
+2,845.4%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.3% | +4.5% | +3.8% |
| 7D | -9.1% | +1.4% | -10.5% | -9.3% |
| 30D | -23.6% | +4.3% | -27.9% | -24.5% |
| 3M | -5.6% | +19.8% | -25.4% | -12.7% |
| 6M | +4.7% | +54.4% | -49.7% | -14.3% |
| YTD | +122.6% | +31.7% | +90.9% | +94.5% |
| 1Y | +133.0% | +22.4% | +110.6% | +110.0% |
| 3Y | +367.1% | +67.7% | +299.4% | +259.4% |
| 5Y | +504.7% | +15.7% | +489.0% | +441.3% |
| 10Y | +887.2% | +308.7% | +578.5% | +404.5% |
| All | +3,354.6% | +509.2% | +2,845.4% | +947.6% |
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 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