+913.4%
ASX vs IT
+89.8%
+823.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -7.4% | +13.5% | +8.0% |
| 7D | +6.3% | -9.1% | +15.4% | +8.6% |
| 30D | +6.4% | -7.0% | +13.4% | +7.7% |
| 3M | +13.1% | +7.6% | +5.5% | +7.6% |
| 6M | +90.3% | +2.1% | +88.2% | +81.5% |
| YTD | +149.6% | -31.6% | +181.2% | +170.9% |
| 1Y | +249.2% | -29.9% | +279.1% | +271.4% |
| 3Y | +445.9% | -51.3% | +497.2% | +556.4% |
| 5Y | +477.7% | -44.8% | +522.5% | +550.7% |
| 10Y | +913.4% | +91.4% | +822.0% | +668.5% |
| All | +913.4% | +89.8% | +823.5% | +668.5% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling