+378.4%
ASX vs AUR
+137.7%
+240.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -5.4% | +1.4% | -3.0% |
| 7D | +22.1% | +7.9% | +14.2% | +20.4% |
| 30D | -23.8% | -18.5% | -5.2% | -20.9% |
| 3M | -7.6% | -36.7% | +29.1% | 0.0% |
| 6M | +6.9% | -39.8% | +46.7% | +16.4% |
| YTD | +127.7% | +13.3% | +114.4% | +122.4% |
| 1Y | +144.5% | +2.8% | +141.7% | +142.0% |
| All | +378.4% | +137.7% | +240.7% | +289.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling