+3,354.6%
ASX vs HRB
+1,174.5%
+2,180.2%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | 0.0% | +3.2% | +3.3% |
| 7D | -9.1% | -4.0% | -5.1% | -8.5% |
| 30D | -23.6% | +15.8% | -39.3% | -26.7% |
| 3M | -5.6% | +12.0% | -17.6% | -9.6% |
| 6M | +4.7% | +40.7% | -36.1% | -6.8% |
| YTD | +122.6% | +21.0% | +101.6% | +102.1% |
| 1Y | +133.0% | +11.7% | +121.4% | +115.9% |
| 3Y | +367.1% | +25.0% | +342.2% | +308.9% |
| 5Y | +504.7% | +141.0% | +363.7% | +330.6% |
| 10Y | +887.2% | +241.3% | +645.9% | +473.5% |
| All | +3,354.6% | +1,174.5% | +2,180.2% | +1,216.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling