+154.8%
ASX vs CAPR
+81.6%
+73.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +26.5% | -19.9% | +6.5% |
| 7D | +0.8% | +25.8% | -25.0% | +0.7% |
| 30D | -20.4% | +50.2% | -70.6% | -20.5% |
| 3M | -2.1% | +185.5% | -187.6% | -2.5% |
| 6M | +8.2% | -64.8% | +73.0% | +8.4% |
| YTD | +137.3% | -61.1% | +198.4% | +137.7% |
| All | +154.8% | +81.6% | +73.3% | +154.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling