+504.7%
ASX vs AU
+436.5%
+68.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -5.6% | +8.8% | +4.5% |
| 7D | -9.1% | +15.3% | -24.4% | -12.1% |
| 30D | -23.6% | -0.3% | -23.3% | -23.6% |
| 3M | -5.6% | -2.9% | -2.7% | -5.3% |
| 6M | +4.7% | -10.7% | +15.4% | +6.0% |
| YTD | +122.6% | +14.0% | +108.6% | +114.5% |
| 1Y | +133.0% | +32.5% | +100.5% | +118.0% |
| 3Y | +367.1% | +557.9% | -190.8% | +224.7% |
| 5Y | +504.7% | +441.0% | +63.7% | +304.9% |
| All | +504.7% | +436.5% | +68.3% | +304.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling