+107.9%
ASX vs COMP
+16.2%
+91.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +10.7% | -4.3% | +4.6% |
| 7D | -19.9% | +13.4% | -33.4% | -21.2% |
| 30D | -30.9% | +11.1% | -42.0% | -31.9% |
| 3M | -15.1% | -18.8% | +3.8% | -12.4% |
| 6M | -6.5% | +10.5% | -17.0% | -8.4% |
| YTD | +98.4% | -3.4% | +101.8% | +89.1% |
| 1Y | +107.9% | +19.7% | +88.2% | +96.8% |
| All | +107.9% | +16.2% | +91.7% | +96.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling