+432.3%
ASX vs GAP
+9.0%
+423.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | +0.1% |
| 7D | -0.7% | -4.5% | +3.8% | +0.2% |
| 30D | +2.0% | +9.0% | -7.1% | -0.2% |
| 3M | -1.3% | +5.0% | -6.3% | -2.9% |
| 6M | +71.4% | -17.8% | +89.2% | +76.4% |
| YTD | +135.3% | -10.4% | +145.7% | +136.8% |
| 1Y | +267.5% | -3.4% | +270.9% | +261.9% |
| 3Y | +388.5% | +111.5% | +277.0% | +277.4% |
| All | +432.3% | +9.0% | +423.4% | +306.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling