+432.3%
ASX vs ALL
+118.4%
+313.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.6% | +0.1% |
| 7D | -0.7% | 0.0% | -0.7% | -0.7% |
| 30D | +2.0% | -1.5% | +3.5% | +1.9% |
| 3M | -1.3% | +23.6% | -25.0% | -1.5% |
| 6M | +71.4% | +22.3% | +49.1% | +71.2% |
| YTD | +135.3% | +26.5% | +108.8% | +134.1% |
| 1Y | +267.5% | +27.0% | +240.5% | +265.3% |
| 3Y | +388.5% | +149.6% | +238.9% | +320.4% |
| All | +432.3% | +118.4% | +313.9% | +372.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling