+459.1%
ASX vs COMP
-49.2%
+508.3%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +5.7% | +3.0% | +7.8% |
| 7D | -12.3% | +14.5% | -26.8% | -13.7% |
| 30D | -26.0% | +14.9% | -40.9% | -27.5% |
| 3M | -8.1% | -14.2% | +6.1% | -6.5% |
| 6M | +1.4% | +23.7% | -22.3% | -2.4% |
| YTD | +115.6% | +2.1% | +113.5% | +110.3% |
| 1Y | +128.0% | +26.2% | +101.8% | +115.8% |
| 3Y | +371.4% | +470.9% | -99.5% | +241.4% |
| 5Y | +469.4% | -14.0% | +483.4% | +405.4% |
| All | +459.1% | -49.2% | +508.3% | +452.8% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 10y: compounded portfolio wealth divided by compounded COMP 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…
10y analysis · Full analysis span regression · 6 months rolling