+1,007.5%
ASX vs DAR
+290.1%
+717.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +5.1% | +1.5% | +5.0% |
| 7D | +0.8% | +3.6% | -2.8% | 0.0% |
| 30D | -20.4% | -11.3% | -9.2% | -17.3% |
| 3M | -2.1% | -13.1% | +11.0% | +1.9% |
| 6M | +8.2% | -15.1% | +23.3% | +13.3% |
| YTD | +137.3% | +50.5% | +86.8% | +108.2% |
| 1Y | +155.0% | +57.9% | +97.1% | +120.0% |
| 3Y | +397.9% | +28.9% | +369.0% | +333.8% |
| 5Y | +529.2% | -31.4% | +560.7% | +558.8% |
| 10Y | +1,007.5% | +301.0% | +706.5% | +566.3% |
| All | +1,007.5% | +290.1% | +717.5% | +566.3% |
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