+415.3%
ASX vs CAPR
+142.6%
+272.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +4.7% | +1.8% | +6.4% |
| 7D | -19.9% | +41.1% | -61.0% | -20.3% |
| 30D | -30.9% | +11.1% | -42.0% | -31.0% |
| 3M | -15.1% | +115.3% | -130.4% | -16.1% |
| 6M | -6.5% | -73.8% | +67.3% | -5.7% |
| YTD | +98.4% | -68.8% | +167.3% | +99.5% |
| 1Y | +107.9% | +43.3% | +64.5% | +99.5% |
| 3Y | +325.3% | +214.7% | +110.6% | +252.9% |
| All | +415.3% | +142.6% | +272.7% | +300.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling