+145.4%
ASX vs ACWI
+11.8%
+133.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.8% | -1.3% |
| 7D | +12.4% | +2.4% | +9.9% | +5.4% |
| 30D | -19.8% | -1.7% | -18.1% | -13.4% |
| 3M | -10.3% | -3.9% | -6.4% | +3.1% |
| 6M | +1.2% | +0.8% | +0.4% | +6.5% |
| YTD | +123.0% | +11.0% | +112.0% | +101.7% |
| 1Y | +145.4% | +13.1% | +132.3% | +114.5% |
| All | +145.4% | +11.8% | +133.6% | +114.5% |
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