+4,061.2%
ASX vs EXPE
+851.4%
+3,209.8%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +0.7% |
| 7D | -0.7% | -9.5% | +8.8% | +2.0% |
| 30D | +2.0% | -6.6% | +8.6% | +3.5% |
| 3M | -1.3% | +31.4% | -32.7% | -10.0% |
| 6M | +71.4% | +35.2% | +36.2% | +54.0% |
| YTD | +135.3% | +5.8% | +129.5% | +124.2% |
| 1Y | +267.5% | +38.7% | +228.8% | +219.9% |
| 3Y | +388.5% | +175.8% | +212.7% | +234.7% |
| 5Y | +417.1% | +111.8% | +305.3% | +267.8% |
| 10Y | +872.7% | +179.7% | +693.0% | +483.1% |
| All | +4,061.2% | +851.4% | +3,209.8% | +1,061.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling