+107.9%
ASX vs EXPE
+21.4%
+86.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -4.9% | +11.3% | +6.5% |
| 7D | -19.9% | -9.3% | -10.6% | -18.8% |
| 30D | -30.9% | +0.1% | -31.0% | -29.7% |
| 3M | -15.1% | -15.3% | +0.2% | -13.9% |
| 6M | -6.5% | +5.5% | -11.9% | -7.2% |
| YTD | +98.4% | -8.0% | +106.4% | +97.1% |
| 1Y | +107.9% | +18.9% | +89.0% | +102.7% |
| All | +107.9% | +21.4% | +86.5% | +102.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling