-10.2%
ASX vs ACWI
+1.0%
-11.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -3.8% | -17.0% | -6.5% |
| 7D | -33.3% | -4.0% | -29.3% | -20.4% |
| 30D | -36.5% | -5.8% | -30.7% | -18.5% |
| 3M | -19.2% | -5.0% | -14.2% | +0.8% |
| 6M | -10.2% | +0.7% | -10.9% | -3.3% |
| All | -10.2% | +1.0% | -11.3% | -3.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling