+842.6%
ASX vs ALL
+367.3%
+475.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -0.4% | +9.0% | +8.7% |
| 7D | -12.3% | -3.9% | -8.4% | -11.7% |
| 30D | -26.0% | +10.6% | -36.6% | -27.6% |
| 3M | -8.1% | -4.6% | -3.6% | -7.8% |
| 6M | +1.4% | +20.2% | -18.8% | -5.1% |
| YTD | +115.6% | +23.7% | +91.9% | +99.1% |
| 1Y | +128.0% | +27.9% | +100.1% | +108.3% |
| 3Y | +371.4% | +109.2% | +262.2% | +245.8% |
| 5Y | +469.4% | +148.0% | +321.4% | +273.1% |
| 10Y | +842.6% | +363.8% | +478.9% | +424.5% |
| All | +842.6% | +367.3% | +475.3% | +424.5% |
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