+256.3%
ASX vs GFI
+29.0%
+227.3%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.9% | -0.4% | -2.5% |
| 7D | +6.5% | -5.1% | +11.6% | +7.9% |
| 30D | +3.1% | +13.4% | -10.3% | -0.3% |
| 3M | +17.4% | +36.2% | -18.9% | +6.7% |
| 6M | +85.4% | -9.8% | +95.3% | +85.4% |
| YTD | +150.1% | +7.7% | +142.4% | +141.4% |
| 1Y | +256.3% | +27.2% | +229.1% | +233.2% |
| All | +256.3% | +29.0% | +227.3% | +233.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 GFI 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