+139.2%
ASX vs CG
-18.8%
+158.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.4% | +4.7% | +3.8% |
| 7D | -9.1% | +2.0% | -11.1% | -9.1% |
| 30D | -23.6% | +8.5% | -32.1% | -24.8% |
| 3M | -5.6% | -12.1% | +6.5% | -1.4% |
| 6M | +4.7% | -16.4% | +21.1% | +10.9% |
| YTD | +122.6% | -28.0% | +150.6% | +137.4% |
| All | +139.2% | -18.8% | +158.0% | +142.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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