+299.6%
ASX vs ALL
+115.1%
+184.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -0.9% | -19.9% | -21.1% |
| 7D | -33.3% | +4.2% | -37.5% | -32.0% |
| 30D | -36.5% | +18.9% | -55.4% | -31.5% |
| 3M | -19.2% | +1.2% | -20.4% | -17.7% |
| 6M | -10.2% | +23.2% | -33.4% | -2.5% |
| YTD | +86.5% | +30.0% | +56.4% | +104.4% |
| 1Y | +89.6% | +39.6% | +50.0% | +109.8% |
| All | +299.6% | +115.1% | +184.5% | +344.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling