+392.6%
ASX vs IR
+9.5%
+383.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | -0.4% |
| 7D | -0.7% | -2.8% | +2.1% | +0.6% |
| 30D | +2.0% | -15.1% | +17.1% | +10.3% |
| 3M | -1.3% | +6.1% | -7.4% | -4.6% |
| 6M | +71.4% | -16.8% | +88.2% | +85.7% |
| YTD | +135.3% | -3.5% | +138.9% | +134.7% |
| 1Y | +267.5% | -3.5% | +271.0% | +264.2% |
| All | +392.6% | +9.5% | +383.2% | +333.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling