+842.6%
ASX vs DAR
+288.2%
+554.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +4.7% | +4.0% | +7.2% |
| 7D | -12.3% | -2.8% | -9.5% | -11.3% |
| 30D | -26.0% | -12.8% | -13.2% | -22.7% |
| 3M | -8.1% | -11.6% | +3.5% | -4.9% |
| 6M | +1.4% | -16.8% | +18.2% | +6.8% |
| YTD | +115.6% | +45.9% | +69.6% | +90.9% |
| 1Y | +128.0% | +61.5% | +66.5% | +95.2% |
| 3Y | +371.4% | +23.0% | +348.4% | +316.7% |
| 5Y | +469.4% | -35.8% | +505.3% | +509.1% |
| 10Y | +842.6% | +280.4% | +562.3% | +470.1% |
| All | +842.6% | +288.2% | +554.4% | +470.1% |
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