+887.2%
ASX vs DAR
+269.9%
+617.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.8% | +5.1% | +3.8% |
| 7D | -9.1% | -3.8% | -5.3% | -7.8% |
| 30D | -23.6% | -14.4% | -9.2% | -19.7% |
| 3M | -5.6% | -17.9% | +12.3% | 0.0% |
| 6M | +4.7% | -18.3% | +23.0% | +10.9% |
| YTD | +122.6% | +43.2% | +79.3% | +98.2% |
| 1Y | +133.0% | +57.7% | +75.3% | +100.9% |
| 3Y | +367.1% | +22.7% | +344.4% | +312.9% |
| 5Y | +504.7% | -34.0% | +538.8% | +540.2% |
| 10Y | +887.2% | +279.5% | +607.8% | +500.4% |
| All | +887.2% | +269.9% | +617.3% | +500.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 10y: compounded portfolio wealth divided by compounded DAR 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…
10y analysis · Full analysis span regression · 6 months rolling