+414.3%
ASX vs CAPR
+126.3%
+287.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -3.6% | -17.2% | -20.7% |
| 7D | -33.3% | +29.7% | -63.0% | -33.5% |
| 30D | -36.5% | +11.0% | -47.4% | -36.6% |
| 3M | -19.2% | +118.8% | -138.0% | -20.2% |
| 6M | -10.2% | -73.9% | +63.7% | -9.5% |
| YTD | +86.5% | -70.2% | +156.7% | +87.6% |
| 1Y | +89.6% | +38.3% | +51.4% | +82.0% |
| 3Y | +298.6% | +199.7% | +98.9% | +231.5% |
| 5Y | +414.3% | +130.6% | +283.7% | +274.7% |
| All | +414.3% | +126.3% | +287.9% | +274.7% |
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