+985.8%
ASX vs DAR
+311.7%
+674.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.1% | -3.2% | -2.4% |
| 7D | +12.4% | +11.6% | +0.8% | +8.8% |
| 30D | -19.8% | -10.2% | -9.6% | -17.0% |
| 3M | -10.3% | -14.8% | +4.5% | -6.1% |
| 6M | +1.2% | -10.1% | +11.3% | +4.2% |
| YTD | +123.0% | +55.5% | +67.5% | +93.7% |
| 1Y | +145.4% | +61.7% | +83.8% | +110.2% |
| 3Y | +368.6% | +37.2% | +331.5% | +300.1% |
| 5Y | +486.0% | -26.9% | +513.0% | +501.1% |
| All | +985.8% | +311.7% | +674.1% | +547.4% |
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