+772.3%
ASX vs IR
+342.0%
+430.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +4.7% | +3.9% | +6.6% |
| 7D | -12.3% | +5.0% | -17.3% | -13.8% |
| 30D | -26.0% | +10.3% | -36.3% | -28.7% |
| 3M | -8.1% | -0.1% | -8.0% | -7.8% |
| 6M | +1.4% | +14.8% | -13.4% | -4.3% |
| YTD | +115.6% | +9.7% | +105.8% | +105.5% |
| 1Y | +128.0% | +12.2% | +115.8% | +115.1% |
| 3Y | +371.4% | +30.0% | +341.4% | +313.5% |
| 5Y | +469.4% | +46.8% | +422.6% | +368.2% |
| All | +772.3% | +342.0% | +430.2% | +436.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 IR 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