+1,008.4%
ASX vs ALL
+376.2%
+632.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.7% | -5.8% | -4.4% |
| 7D | +22.1% | 0.0% | +22.1% | +22.0% |
| 30D | -23.8% | +12.8% | -36.6% | -25.7% |
| 3M | -7.6% | +4.7% | -12.3% | -8.9% |
| 6M | +6.9% | +24.9% | -18.0% | -0.5% |
| YTD | +127.7% | +30.0% | +97.7% | +108.3% |
| 1Y | +144.5% | +29.9% | +114.6% | +123.6% |
| 3Y | +377.8% | +117.5% | +260.2% | +248.1% |
| 5Y | +498.2% | +161.7% | +336.5% | +286.5% |
| All | +1,008.4% | +376.2% | +632.1% | +470.7% |
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