+469.4%
ASX vs CAPR
+160.6%
+308.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +9.4% | -0.8% | +8.5% |
| 7D | -12.3% | +36.0% | -48.3% | -12.6% |
| 30D | -26.0% | +25.8% | -51.8% | -26.2% |
| 3M | -8.1% | +140.8% | -148.9% | -9.3% |
| 6M | +1.4% | -67.6% | +69.0% | +2.0% |
| YTD | +115.6% | -65.9% | +181.4% | +116.5% |
| 1Y | +128.0% | +66.1% | +61.9% | +118.0% |
| 3Y | +371.4% | +256.9% | +114.5% | +289.7% |
| 5Y | +469.4% | +172.1% | +297.3% | +336.3% |
| All | +469.4% | +160.6% | +308.8% | +336.3% |
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