+551.7%
ASX vs DECK
+31.2%
+520.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +6.0% | -9.9% | -5.6% |
| 7D | -14.6% | +10.4% | -25.0% | -17.0% |
| 30D | -21.1% | +11.1% | -32.2% | -23.5% |
| 3M | -3.1% | -10.8% | +7.7% | -0.6% |
| 6M | +17.4% | -8.7% | +26.1% | +18.8% |
| YTD | +135.3% | -14.0% | +149.4% | +139.8% |
| 1Y | +146.5% | +12.0% | +134.5% | +130.4% |
| 3Y | +403.1% | -10.5% | +413.5% | +359.8% |
| 5Y | +551.7% | +28.5% | +523.2% | +356.0% |
| All | +551.7% | +31.2% | +520.5% | +356.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 5y: compounded portfolio wealth divided by compounded DECK 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…
5y analysis · Full analysis span regression · 6 months rolling