+992.0%
ASX vs AU
+684.1%
+307.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.6% | +2.9% | +3.4% |
| 7D | +11.1% | +0.6% | +10.5% | +11.0% |
| 30D | +9.6% | +12.3% | -2.7% | +7.5% |
| 3M | +18.6% | +29.4% | -10.7% | +13.5% |
| 6M | +92.1% | +3.2% | +88.9% | +89.3% |
| YTD | +158.5% | +31.8% | +126.7% | +146.1% |
| 1Y | +271.9% | +83.4% | +188.5% | +237.9% |
| 3Y | +465.2% | +623.1% | -157.9% | +323.7% |
| 5Y | +479.4% | +700.5% | -221.1% | +320.6% |
| 10Y | +992.0% | +717.6% | +274.4% | +697.2% |
| All | +992.0% | +684.1% | +307.9% | +697.2% |
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