+346.4%
ASX vs AS
+120.4%
+226.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.6% | -3.4% | -0.6% |
| 7D | -0.7% | -4.9% | +4.2% | +0.4% |
| 30D | +2.0% | -19.6% | +21.6% | +7.1% |
| 3M | -1.3% | -14.4% | +13.0% | +1.7% |
| 6M | +71.4% | -20.1% | +91.6% | +79.2% |
| YTD | +135.3% | -20.9% | +156.3% | +145.7% |
| 1Y | +267.5% | -21.9% | +289.3% | +283.6% |
| All | +346.4% | +120.4% | +226.0% | +290.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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