+985.8%
ASX vs EXPE
+123.5%
+862.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.2% | -0.9% | -1.7% |
| 7D | +12.4% | -0.5% | +12.9% | +12.5% |
| 30D | -19.8% | -6.1% | -13.7% | -18.7% |
| 3M | -10.3% | -21.3% | +11.0% | -5.4% |
| 6M | +1.2% | +19.0% | -17.8% | -6.3% |
| YTD | +123.0% | -8.4% | +131.4% | +118.9% |
| 1Y | +145.4% | -2.8% | +148.2% | +136.1% |
| 3Y | +368.6% | +120.8% | +247.9% | +231.4% |
| 5Y | +486.0% | +46.2% | +439.8% | +349.5% |
| All | +985.8% | +123.5% | +862.3% | +491.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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