+144.5%
ASX vs BR
-12.6%
+157.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.7% | -3.3% | -4.5% |
| 7D | +22.1% | -1.3% | +23.4% | +21.2% |
| 30D | -23.8% | +13.7% | -37.4% | -17.7% |
| 3M | -7.6% | +13.8% | -21.4% | +0.5% |
| 6M | +6.9% | +29.7% | -22.8% | +25.5% |
| YTD | +127.7% | -12.6% | +140.3% | +153.4% |
| 1Y | +144.5% | -12.4% | +157.0% | +174.3% |
| All | +144.5% | -12.6% | +157.2% | +174.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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