+748.4%
ASX vs ALL
+370.9%
+377.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -4.5% | +10.9% | +7.2% |
| 7D | -19.9% | -1.9% | -18.0% | -19.7% |
| 30D | -30.9% | +13.8% | -44.7% | -32.8% |
| 3M | -15.1% | -7.0% | -8.1% | -14.3% |
| 6M | -6.5% | +18.0% | -24.5% | -11.9% |
| YTD | +98.4% | +24.2% | +74.2% | +83.2% |
| 1Y | +107.9% | +31.2% | +76.7% | +88.5% |
| 3Y | +325.3% | +107.5% | +217.7% | +213.4% |
| 5Y | +447.3% | +144.8% | +302.5% | +261.7% |
| All | +748.4% | +370.9% | +377.5% | +379.5% |
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