+432.3%
ASX vs COMP
-31.2%
+463.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | +0.1% |
| 7D | -0.7% | +1.4% | -2.1% | -0.9% |
| 30D | +2.0% | -13.3% | +15.3% | +3.8% |
| 3M | -1.3% | +41.1% | -42.5% | -6.1% |
| 6M | +71.4% | +17.2% | +54.3% | +65.5% |
| YTD | +135.3% | +5.2% | +130.1% | +129.2% |
| 1Y | +267.5% | +18.9% | +248.6% | +249.9% |
| 3Y | +388.5% | +215.9% | +172.6% | +286.1% |
| All | +432.3% | -31.2% | +463.5% | +405.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling