+913.4%
ASX vs HRB
+213.0%
+700.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -6.5% | +12.5% | +6.9% |
| 7D | +6.3% | -9.1% | +15.4% | +7.5% |
| 30D | +6.4% | +0.3% | +6.2% | +6.0% |
| 3M | +13.1% | +23.4% | -10.2% | +8.6% |
| 6M | +90.3% | +45.1% | +45.2% | +75.9% |
| YTD | +149.6% | +8.9% | +140.7% | +142.9% |
| 1Y | +249.2% | -7.9% | +257.1% | +250.4% |
| 3Y | +445.9% | +27.9% | +418.0% | +400.5% |
| 5Y | +477.7% | +108.3% | +369.4% | +372.9% |
| 10Y | +913.4% | +208.4% | +704.9% | +641.8% |
| All | +913.4% | +213.0% | +700.4% | +641.8% |
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