+107.9%
ASX vs D
+19.8%
+88.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.5% | +7.9% | +5.6% |
| 7D | -19.9% | +3.0% | -22.9% | -18.5% |
| 30D | -30.9% | +11.5% | -42.4% | -26.6% |
| 3M | -15.1% | +3.7% | -18.8% | -12.2% |
| 6M | -6.5% | +13.5% | -20.0% | -1.0% |
| YTD | +98.4% | +20.7% | +77.7% | +112.0% |
| 1Y | +107.9% | +18.2% | +89.6% | +121.8% |
| All | +107.9% | +19.8% | +88.0% | +121.8% |
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