+963.7%
ASX vs GPN
+28.6%
+935.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.8% | -5.0% | -3.9% |
| 7D | +6.5% | -3.5% | +10.0% | +7.7% |
| 30D | +3.1% | +3.1% | 0.0% | +1.6% |
| 3M | +17.4% | +42.3% | -24.9% | +1.1% |
| 6M | +85.4% | +20.9% | +64.6% | +68.7% |
| YTD | +150.1% | +15.2% | +134.8% | +128.9% |
| 1Y | +256.3% | +5.4% | +250.8% | +234.9% |
| 3Y | +446.9% | -27.4% | +474.2% | +480.4% |
| 5Y | +447.1% | -44.2% | +491.3% | +531.4% |
| All | +963.7% | +28.6% | +935.1% | +762.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 10y: compounded portfolio wealth divided by compounded GPN 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…
10y analysis · Full analysis span regression · 6 months rolling