+748.4%
ASX vs DAR
+268.8%
+479.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.0% | +7.4% | +6.7% |
| 7D | -19.9% | -9.9% | -10.0% | -17.2% |
| 30D | -30.9% | -16.4% | -14.5% | -27.0% |
| 3M | -15.1% | -17.1% | +2.0% | -10.4% |
| 6M | -6.5% | -20.5% | +14.0% | -0.1% |
| YTD | +98.4% | +39.4% | +59.0% | +78.0% |
| 1Y | +107.9% | +57.2% | +50.6% | +79.3% |
| 3Y | +325.3% | +13.9% | +311.4% | +285.1% |
| 5Y | +447.3% | -40.8% | +488.1% | +500.1% |
| All | +748.4% | +268.8% | +479.6% | +419.9% |
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