+107.9%
ASX vs IT
-20.0%
+127.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -4.0% | +10.5% | +5.4% |
| 7D | -19.9% | -16.9% | -3.0% | -23.6% |
| 30D | -30.9% | +2.3% | -33.2% | -30.0% |
| 3M | -15.1% | +2.9% | -17.9% | -13.1% |
| 6M | -6.5% | +25.9% | -32.3% | +3.6% |
| YTD | +98.4% | -24.6% | +123.1% | +106.4% |
| 1Y | +107.9% | -16.0% | +123.9% | +120.0% |
| All | +107.9% | -20.0% | +127.9% | +120.0% |
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