+887.2%
ASX vs ALL
+372.0%
+515.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.9% | +0.4% | +2.7% |
| 7D | -9.1% | -0.1% | -9.0% | -9.2% |
| 30D | -23.6% | +13.8% | -37.4% | -25.7% |
| 3M | -5.6% | -2.8% | -2.8% | -5.5% |
| 6M | +4.7% | +23.7% | -19.0% | -2.5% |
| YTD | +122.6% | +27.3% | +95.3% | +104.6% |
| 1Y | +133.0% | +30.5% | +102.5% | +112.3% |
| 3Y | +367.1% | +113.0% | +254.1% | +242.1% |
| 5Y | +504.7% | +157.6% | +347.2% | +292.0% |
| 10Y | +887.2% | +368.4% | +518.9% | +436.0% |
| All | +887.2% | +372.0% | +515.3% | +436.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 10y: compounded portfolio wealth divided by compounded ALL 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…
10y analysis · Full analysis span regression · 6 months rolling