+146.5%
ASX vs AUR
-17.4%
+163.9%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -4.4% | +0.5% | -2.5% |
| 7D | -14.6% | -19.8% | +5.2% | -8.8% |
| 30D | -21.1% | -29.0% | +8.0% | -12.5% |
| 3M | -3.1% | -43.6% | +40.5% | +15.1% |
| 6M | +17.4% | -36.6% | +54.0% | +34.5% |
| YTD | +135.3% | +6.3% | +129.1% | +137.5% |
| 1Y | +146.5% | -9.0% | +155.5% | +158.0% |
| All | +146.5% | -17.4% | +163.9% | +158.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AUR.
Daily Out/Under-Performance
Portfolio return minus AUR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AUR 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 AUR 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