+3,552.3%
ASX vs DAR
+8,592.0%
-5,039.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.3% |
| 7D | -0.7% | +1.4% | -2.1% | -0.9% |
| 30D | +2.0% | +12.8% | -10.8% | 0.0% |
| 3M | -1.3% | +7.4% | -8.7% | -2.5% |
| 6M | +71.4% | +22.3% | +49.2% | +65.9% |
| YTD | +135.3% | +81.1% | +54.2% | +115.0% |
| 1Y | +267.5% | +106.5% | +161.0% | +227.9% |
| 3Y | +388.5% | +5.3% | +383.2% | +371.4% |
| 5Y | +417.1% | -11.5% | +428.6% | +407.0% |
| 10Y | +872.7% | +353.3% | +519.4% | +660.6% |
| All | +3,552.3% | +8,592.0% | -5,039.7% | +2,120.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling