+479.4%
ASX vs GPN
-46.4%
+525.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.7% | +6.2% | +4.3% |
| 7D | +11.1% | -6.2% | +17.3% | +13.1% |
| 30D | +9.6% | +1.0% | +8.6% | +8.9% |
| 3M | +18.6% | +36.9% | -18.3% | +6.0% |
| 6M | +92.1% | +16.8% | +75.3% | +79.5% |
| YTD | +158.5% | +13.2% | +145.2% | +141.9% |
| 1Y | +271.9% | +1.4% | +270.4% | +259.3% |
| 3Y | +465.2% | -28.6% | +493.9% | +507.9% |
| 5Y | +479.4% | -47.0% | +526.4% | +556.6% |
| All | +479.4% | -46.4% | +525.8% | +556.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling