+146.5%
ASX vs D
+23.9%
+122.6%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +4.4% | -8.4% | -1.5% |
| 7D | -14.6% | +8.5% | -23.1% | -10.5% |
| 30D | -21.1% | +14.3% | -35.4% | -15.2% |
| 3M | -3.1% | +1.8% | -4.9% | -0.3% |
| 6M | +17.4% | +13.0% | +4.3% | +25.3% |
| YTD | +135.3% | +22.7% | +112.6% | +154.6% |
| 1Y | +146.5% | +22.6% | +123.9% | +166.8% |
| All | +146.5% | +23.9% | +122.6% | +166.8% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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