+2,793.8%
ASX vs ALL
+1,351.9%
+1,441.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -0.9% | -19.9% | -20.5% |
| 7D | -33.3% | +4.2% | -37.5% | -34.2% |
| 30D | -36.5% | +18.9% | -55.4% | -40.3% |
| 3M | -19.2% | +1.2% | -20.4% | -20.3% |
| 6M | -10.2% | +23.2% | -33.4% | -19.0% |
| YTD | +86.5% | +30.0% | +56.4% | +64.0% |
| 1Y | +89.6% | +39.6% | +50.0% | +62.1% |
| 3Y | +298.6% | +115.2% | +183.4% | +177.2% |
| 5Y | +414.3% | +156.2% | +258.0% | +222.8% |
| 10Y | +711.1% | +398.0% | +313.1% | +278.7% |
| All | +2,793.8% | +1,351.9% | +1,441.9% | +688.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling