+985.8%
ASX vs GPN
+39.9%
+945.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +4.2% | -6.2% | -3.4% |
| 7D | +12.4% | -5.6% | +18.0% | +14.3% |
| 30D | -19.8% | +13.6% | -33.4% | -24.3% |
| 3M | -10.3% | -2.8% | -7.5% | -10.9% |
| 6M | +1.2% | +38.1% | -36.8% | -13.2% |
| YTD | +123.0% | +19.9% | +103.1% | +98.4% |
| 1Y | +145.4% | +23.4% | +122.0% | +115.5% |
| 3Y | +368.6% | -12.6% | +381.3% | +352.5% |
| 5Y | +486.0% | -26.6% | +512.6% | +495.4% |
| All | +985.8% | +39.9% | +945.9% | +782.1% |
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