+432.3%
ASX vs AR
+143.7%
+288.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.3% |
| 7D | -0.7% | +2.5% | -3.2% | -1.1% |
| 30D | +2.0% | +14.8% | -12.8% | -0.4% |
| 3M | -1.3% | +6.2% | -7.6% | -2.5% |
| 6M | +71.4% | +4.3% | +67.1% | +68.8% |
| YTD | +135.3% | +14.4% | +121.0% | +126.9% |
| 1Y | +267.5% | +21.3% | +246.1% | +248.9% |
| 3Y | +388.5% | +39.8% | +348.7% | +347.2% |
| All | +432.3% | +143.7% | +288.6% | +358.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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