+842.6%
ASX vs HRB
+246.2%
+596.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -3.2% | +11.9% | +8.9% |
| 7D | -12.3% | -2.4% | -9.8% | -12.1% |
| 30D | -26.0% | +15.7% | -41.7% | -27.5% |
| 3M | -8.1% | +11.4% | -19.5% | -9.9% |
| 6M | +1.4% | +40.7% | -39.3% | -4.8% |
| YTD | +115.6% | +21.0% | +94.6% | +106.5% |
| 1Y | +128.0% | +7.2% | +120.8% | +123.6% |
| 3Y | +371.4% | +29.2% | +342.2% | +335.1% |
| 5Y | +469.4% | +142.3% | +327.1% | +355.9% |
| 10Y | +842.6% | +253.1% | +589.6% | +592.7% |
| All | +842.6% | +246.2% | +596.4% | +592.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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