+325.3%
ASX vs IT
-51.0%
+376.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -4.0% | +10.5% | +6.3% |
| 7D | -19.9% | -16.9% | -3.0% | -20.3% |
| 30D | -30.9% | +2.3% | -33.2% | -31.0% |
| 3M | -15.1% | +2.9% | -17.9% | -15.2% |
| 6M | -6.5% | +25.9% | -32.3% | -7.8% |
| YTD | +98.4% | -24.6% | +123.1% | +119.1% |
| 1Y | +107.9% | -16.0% | +123.9% | +121.4% |
| 3Y | +325.3% | -51.6% | +376.9% | +429.2% |
| All | +325.3% | -51.0% | +376.3% | +429.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling