+477.7%
ASX vs AU
+676.5%
-198.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.1% | +7.2% | +6.3% |
| 7D | +6.3% | -0.3% | +6.6% | +6.3% |
| 30D | +6.4% | +12.8% | -6.4% | +3.6% |
| 3M | +13.1% | +28.5% | -15.3% | +6.7% |
| 6M | +90.3% | +4.8% | +85.5% | +85.8% |
| YTD | +149.6% | +31.0% | +118.7% | +134.3% |
| 1Y | +249.2% | +81.4% | +167.7% | +208.8% |
| 3Y | +445.9% | +618.4% | -172.5% | +275.8% |
| 5Y | +477.7% | +686.3% | -208.6% | +277.1% |
| All | +477.7% | +676.5% | -198.8% | +277.1% |
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