+249.2%
ASX vs HRB
-5.9%
+255.0%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -6.5% | +12.5% | +3.8% |
| 7D | +6.3% | -9.1% | +15.4% | +3.0% |
| 30D | +6.4% | +0.3% | +6.2% | +7.2% |
| 3M | +13.1% | +23.4% | -10.2% | +24.9% |
| 6M | +90.3% | +45.1% | +45.2% | +118.0% |
| YTD | +149.6% | +8.9% | +140.7% | +158.9% |
| 1Y | +249.2% | -7.9% | +257.1% | +234.4% |
| All | +249.2% | -5.9% | +255.0% | +234.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling