+913.4%
ASX vs GAP
+34.2%
+879.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.2% | +6.3% | +6.1% |
| 7D | +6.3% | +1.7% | +4.6% | +6.0% |
| 30D | +6.4% | +9.3% | -2.9% | +4.2% |
| 3M | +13.1% | +6.1% | +7.1% | +11.2% |
| 6M | +90.3% | -2.3% | +92.6% | +89.3% |
| YTD | +149.6% | -10.6% | +160.2% | +151.2% |
| 1Y | +249.2% | -4.4% | +253.6% | +245.1% |
| 3Y | +445.9% | +118.3% | +327.6% | +333.4% |
| 5Y | +477.7% | +12.2% | +465.5% | +393.7% |
| 10Y | +913.4% | +33.7% | +879.7% | +611.7% |
| All | +913.4% | +34.2% | +879.2% | +611.7% |
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