+392.6%
ASX vs GAP
+114.4%
+278.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | +0.1% |
| 7D | -0.7% | -4.5% | +3.8% | 0.0% |
| 30D | +2.0% | +9.0% | -7.1% | +0.3% |
| 3M | -1.3% | +5.0% | -6.3% | -2.5% |
| 6M | +71.4% | -17.8% | +89.2% | +75.5% |
| YTD | +135.3% | -10.4% | +145.7% | +136.7% |
| 1Y | +267.5% | -3.4% | +270.9% | +263.1% |
| All | +392.6% | +114.4% | +278.2% | +338.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling