+2,488.7%
ASX vs CAPR
-99.1%
+2,587.8%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | +0.2% |
| 7D | -0.7% | -2.0% | +1.3% | -0.7% |
| 30D | +2.0% | +139.2% | -137.2% | +0.4% |
| 3M | -1.3% | -66.4% | +65.0% | -0.7% |
| 6M | +71.4% | -63.1% | +134.6% | +72.2% |
| YTD | +135.3% | -67.4% | +202.8% | +136.6% |
| 1Y | +267.5% | +58.2% | +209.2% | +247.8% |
| 3Y | +388.5% | +42.2% | +346.3% | +352.9% |
| 5Y | +417.1% | +87.3% | +329.8% | +372.9% |
| 10Y | +872.7% | -75.3% | +948.0% | +756.1% |
| All | +2,488.7% | -99.1% | +2,587.8% | +2,121.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling