+1,008.4%
ASX vs IT
+88.7%
+919.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.1% | -2.9% | -3.8% |
| 7D | +22.1% | -3.7% | +25.8% | +23.1% |
| 30D | -23.8% | -3.1% | -20.7% | -23.8% |
| 3M | -7.6% | +6.3% | -14.0% | -10.9% |
| 6M | +6.9% | +24.8% | -17.8% | -4.9% |
| YTD | +127.7% | -24.4% | +152.0% | +137.5% |
| 1Y | +144.5% | -17.1% | +161.6% | +145.3% |
| 3Y | +377.8% | -53.6% | +431.4% | +491.9% |
| 5Y | +498.2% | -42.5% | +540.8% | +562.2% |
| All | +1,008.4% | +88.7% | +919.7% | +691.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling