+476.3%
ASX vs AUR
+86.2%
+390.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.2% | +3.7% | +3.6% |
| 7D | +11.1% | +11.1% | 0.0% | +9.0% |
| 30D | +9.6% | -6.9% | +16.5% | +10.8% |
| 3M | +18.6% | +5.5% | +13.1% | +17.6% |
| 6M | +92.1% | +41.0% | +51.1% | +80.9% |
| YTD | +158.5% | +69.3% | +89.2% | +135.6% |
| 1Y | +271.9% | +14.0% | +257.9% | +258.2% |
| All | +476.3% | +86.2% | +390.0% | +349.8% |
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