+256.3%
ASX vs AU
+73.4%
+182.9%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.3% | +1.0% | -2.0% |
| 7D | +6.5% | -7.0% | +13.5% | +8.7% |
| 30D | +3.1% | +7.3% | -4.1% | +0.5% |
| 3M | +17.4% | +33.2% | -15.8% | +5.8% |
| 6M | +85.4% | -0.6% | +86.1% | +80.5% |
| YTD | +150.1% | +26.2% | +123.9% | +133.1% |
| 1Y | +256.3% | +68.3% | +188.0% | +205.4% |
| All | +256.3% | +73.4% | +182.9% | +205.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling