+133.0%
ASX vs CAPR
+47.8%
+85.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -9.9% | +13.2% | +3.3% |
| 7D | -9.1% | +7.6% | -16.8% | -9.2% |
| 30D | -23.6% | +13.3% | -36.9% | -23.6% |
| 3M | -5.6% | +130.4% | -136.0% | -5.8% |
| 6M | +4.7% | -70.8% | +75.5% | +5.0% |
| YTD | +122.6% | -69.3% | +191.9% | +123.2% |
| 1Y | +133.0% | +59.5% | +73.5% | +132.3% |
| All | +133.0% | +47.8% | +85.2% | +132.3% |
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