+748.4%
ASX vs CAPR
-68.5%
+816.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +4.7% | +1.8% | +6.3% |
| 7D | -19.9% | +41.1% | -61.0% | -20.5% |
| 30D | -30.9% | +11.1% | -42.0% | -31.1% |
| 3M | -15.1% | +115.3% | -130.4% | -16.9% |
| 6M | -6.5% | -73.8% | +67.3% | -5.3% |
| YTD | +98.4% | -68.8% | +167.3% | +99.9% |
| 1Y | +107.9% | +43.3% | +64.5% | +92.3% |
| 3Y | +325.3% | +214.7% | +110.6% | +265.9% |
| 5Y | +447.3% | +141.3% | +306.0% | +365.9% |
| All | +748.4% | -68.5% | +816.9% | +582.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 10y: compounded portfolio wealth divided by compounded CAPR 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…
10y analysis · Full analysis span regression · 6 months rolling