+146.5%
ASX vs ACWI
+14.9%
+131.6%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.7% | -5.6% | -8.3% |
| 7D | -14.6% | -0.5% | -14.1% | -13.4% |
| 30D | -21.1% | -1.6% | -19.4% | -17.0% |
| 3M | -3.1% | -1.3% | -1.7% | +1.5% |
| 6M | +17.4% | +5.8% | +11.5% | +9.2% |
| YTD | +135.3% | +12.7% | +122.6% | +99.6% |
| 1Y | +146.5% | +15.0% | +131.5% | +102.6% |
| All | +146.5% | +14.9% | +131.6% | +102.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 1y: compounded portfolio wealth divided by compounded ACWI 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…
1y analysis · Full analysis span regression · 6 months rolling