+479.4%
ASX vs GFI
+512.6%
-33.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.3% | +3.9% | +3.6% |
| 7D | +11.1% | +4.7% | +6.4% | +10.3% |
| 30D | +9.6% | +14.4% | -4.8% | +7.3% |
| 3M | +18.6% | +32.5% | -13.9% | +13.0% |
| 6M | +92.1% | -7.2% | +99.3% | +91.7% |
| YTD | +158.5% | +10.9% | +147.6% | +151.7% |
| 1Y | +271.9% | +35.5% | +236.4% | +252.3% |
| 3Y | +465.2% | +312.1% | +153.1% | +360.7% |
| 5Y | +479.4% | +524.6% | -45.2% | +333.0% |
| All | +479.4% | +512.6% | -33.2% | +333.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling