+256.3%
ASX vs AUR
+10.3%
+246.0%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.6% | -0.6% | -2.4% |
| 7D | +6.5% | +0.2% | +6.3% | +6.5% |
| 30D | +3.1% | -8.9% | +12.1% | +6.2% |
| 3M | +17.4% | +4.6% | +12.8% | +16.3% |
| 6M | +85.4% | +44.9% | +40.6% | +68.2% |
| YTD | +150.1% | +64.8% | +85.2% | +116.4% |
| 1Y | +256.3% | +16.4% | +239.9% | +245.6% |
| All | +256.3% | +10.3% | +246.0% | +245.6% |
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