+486.8%
ASX vs IR
+46.0%
+440.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -1.9% |
| 7D | +12.4% | +2.5% | +9.9% | +10.8% |
| 30D | -19.8% | +9.2% | -29.0% | -23.3% |
| 3M | -10.3% | +0.9% | -11.3% | -10.5% |
| 6M | +1.2% | +19.2% | -18.0% | -8.4% |
| YTD | +123.0% | +7.5% | +115.6% | +110.3% |
| 1Y | +145.4% | +11.7% | +133.7% | +125.6% |
| 3Y | +368.6% | +23.9% | +344.7% | +283.6% |
| All | +486.8% | +46.0% | +440.8% | +310.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling