+145.4%
ASX vs D
+15.6%
+129.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.3% | -1.9% |
| 7D | +12.4% | -1.4% | +13.8% | +11.5% |
| 30D | -19.8% | +7.7% | -27.5% | -16.1% |
| 3M | -10.3% | -0.3% | -10.0% | -8.8% |
| 6M | +1.2% | +10.1% | -8.8% | +6.3% |
| YTD | +123.0% | +19.1% | +104.0% | +136.2% |
| 1Y | +145.4% | +15.9% | +129.5% | +157.5% |
| All | +145.4% | +15.6% | +129.8% | +157.5% |
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