+3,552.3%
ASX vs HRB
+1,126.2%
+2,426.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.0% | +4.2% | +1.2% |
| 7D | -0.7% | -5.7% | +5.0% | +0.6% |
| 30D | +2.0% | +7.9% | -5.9% | -0.3% |
| 3M | -1.3% | +32.1% | -33.5% | -9.5% |
| 6M | +71.4% | +62.2% | +9.2% | +46.5% |
| YTD | +135.3% | +16.4% | +118.9% | +118.1% |
| 1Y | +267.5% | -0.3% | +267.8% | +253.3% |
| 3Y | +388.5% | +36.0% | +352.4% | +320.9% |
| 5Y | +417.1% | +125.2% | +291.9% | +277.8% |
| 10Y | +872.7% | +237.7% | +635.1% | +471.0% |
| All | +3,552.3% | +1,126.2% | +2,426.1% | +1,320.5% |
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