+249.2%
ASX vs GAP
-3.2%
+252.4%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.2% | +6.3% | +6.1% |
| 7D | +6.3% | +1.7% | +4.6% | +6.1% |
| 30D | +6.4% | +9.3% | -2.9% | +5.0% |
| 3M | +13.1% | +6.1% | +7.1% | +12.2% |
| 6M | +90.3% | -2.3% | +92.6% | +91.3% |
| YTD | +149.6% | -10.6% | +160.2% | +151.8% |
| 1Y | +249.2% | -4.4% | +253.6% | +227.9% |
| All | +249.2% | -3.2% | +252.4% | +227.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling