+432.3%
ASX vs CG
+10.1%
+422.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.9% |
| 7D | -0.7% | -4.3% | +3.6% | +1.2% |
| 30D | +2.0% | -5.1% | +7.1% | +4.0% |
| 3M | -1.3% | +8.7% | -10.0% | -5.4% |
| 6M | +71.4% | -9.2% | +80.7% | +77.5% |
| YTD | +135.3% | -18.9% | +154.2% | +153.5% |
| 1Y | +267.5% | -25.6% | +293.1% | +308.8% |
| 3Y | +388.5% | +57.3% | +331.2% | +261.3% |
| All | +432.3% | +10.1% | +422.2% | +336.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling