+2,979.8%
ASX vs GAP
+96.9%
+2,882.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -4.1% | +10.6% | +7.4% |
| 7D | -19.9% | -3.8% | -16.2% | -19.2% |
| 30D | -30.9% | -9.0% | -21.9% | -29.4% |
| 3M | -15.1% | +5.5% | -20.5% | -16.7% |
| 6M | -6.5% | -11.1% | +4.6% | -5.1% |
| YTD | +98.4% | -13.6% | +112.0% | +101.0% |
| 1Y | +107.9% | -2.9% | +110.7% | +104.1% |
| 3Y | +325.3% | +69.6% | +255.7% | +240.9% |
| 5Y | +447.3% | +5.4% | +441.9% | +363.3% |
| 10Y | +763.2% | +17.8% | +745.4% | +496.0% |
| All | +2,979.8% | +96.9% | +2,882.9% | +1,219.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling