+1,055.1%
ASX vs AU
+879.0%
+176.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -2.0% | +8.6% | +6.9% |
| 7D | +0.8% | +4.7% | -3.8% | +0.1% |
| 30D | -20.4% | -1.5% | -18.9% | -20.3% |
| 3M | -2.1% | -5.0% | +2.8% | -1.6% |
| 6M | +8.2% | -13.5% | +21.7% | +9.9% |
| YTD | +137.3% | +11.7% | +125.5% | +131.7% |
| 1Y | +155.0% | +21.3% | +133.7% | +145.8% |
| 3Y | +397.9% | +545.0% | -147.0% | +282.0% |
| 5Y | +529.2% | +412.0% | +117.3% | +382.3% |
| All | +1,055.1% | +879.0% | +176.1% | +742.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 10y: compounded portfolio wealth divided by compounded AU 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…
10y analysis · Full analysis span regression · 6 months rolling