+146.5%
ASX vs IT
-17.9%
+164.4%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.5% | -5.4% | -3.6% |
| 7D | -14.6% | -5.5% | -9.1% | -15.5% |
| 30D | -21.1% | +10.3% | -31.4% | -18.5% |
| 3M | -3.1% | +11.5% | -14.6% | +1.2% |
| 6M | +17.4% | +40.3% | -22.9% | +32.0% |
| YTD | +135.3% | -17.9% | +153.2% | +160.0% |
| 1Y | +146.5% | -8.8% | +155.3% | +167.8% |
| All | +146.5% | -17.9% | +164.4% | +167.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 1y: compounded portfolio wealth divided by compounded IT 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…
1y analysis · Full analysis span regression · 6 months rolling