+145.4%
ASX vs EMB
-0.6%
+146.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.8% | -1.2% |
| 7D | +12.4% | -0.9% | +13.3% | +16.3% |
| 30D | -19.8% | +0.4% | -20.2% | -20.4% |
| 3M | -10.3% | -3.1% | -7.2% | +2.5% |
| 6M | +1.2% | -2.1% | +3.3% | +12.2% |
| YTD | +123.0% | -1.1% | +124.1% | +146.0% |
| 1Y | +145.4% | -0.1% | +145.5% | +163.8% |
| All | +145.4% | -0.6% | +146.0% | +163.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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