+1,007.5%
ASX vs GAP
+7.3%
+1,000.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -2.0% | +8.6% | +7.0% |
| 7D | +0.8% | -9.3% | +10.2% | +2.9% |
| 30D | -20.4% | -5.5% | -14.9% | -19.6% |
| 3M | -2.1% | +3.5% | -5.6% | -3.3% |
| 6M | +8.2% | +0.7% | +7.5% | +7.1% |
| YTD | +137.3% | -13.4% | +150.6% | +139.9% |
| 1Y | +155.0% | -7.7% | +162.7% | +153.9% |
| 3Y | +397.9% | +74.4% | +323.5% | +313.7% |
| 5Y | +529.2% | +5.3% | +523.9% | +444.3% |
| 10Y | +1,007.5% | +4.7% | +1,002.9% | +686.9% |
| All | +1,007.5% | +7.3% | +1,000.2% | +686.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GAP.
Daily Out/Under-Performance
Portfolio return minus GAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GAP 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 GAP 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