+985.8%
ASX vs CAPR
-65.7%
+1,051.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -6.9% | +4.9% | -1.9% |
| 7D | +12.4% | +5.9% | +6.5% | +12.2% |
| 30D | -19.8% | +44.6% | -64.4% | -20.5% |
| 3M | -10.3% | +126.4% | -136.7% | -12.4% |
| 6M | +1.2% | -68.6% | +69.8% | +2.1% |
| YTD | +123.0% | -67.0% | +190.0% | +124.3% |
| 1Y | +145.4% | +65.2% | +80.3% | +125.9% |
| 3Y | +368.6% | +235.6% | +133.1% | +301.9% |
| 5Y | +486.0% | +175.4% | +310.6% | +396.2% |
| All | +985.8% | -65.7% | +1,051.5% | +786.8% |
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