+299.6%
ASX vs ACWI
+70.4%
+229.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -3.8% | -17.0% | -12.8% |
| 7D | -33.3% | -4.0% | -29.3% | -26.2% |
| 30D | -36.5% | -5.8% | -30.7% | -26.6% |
| 3M | -19.2% | -5.0% | -14.2% | -7.9% |
| 6M | -10.2% | +0.7% | -10.9% | -5.8% |
| YTD | +86.5% | +8.4% | +78.0% | +73.4% |
| 1Y | +89.6% | +10.1% | +79.5% | +72.0% |
| All | +299.6% | +70.4% | +229.2% | +65.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling