+125.7%
ASX vs DRI
+32.5%
+93.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +1.5% | +7.1% | +8.7% |
| 7D | -12.3% | +3.1% | -15.4% | -12.0% |
| 30D | -26.0% | +16.2% | -42.2% | -25.6% |
| 3M | -8.1% | +8.4% | -16.5% | -7.5% |
| 6M | +1.4% | +19.0% | -17.6% | +0.5% |
| YTD | +115.6% | +28.8% | +86.7% | +110.8% |
| All | +125.7% | +32.5% | +93.2% | +115.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 1y: compounded portfolio wealth divided by compounded DRI 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…
1y analysis · Full analysis span regression · 6 months rolling