+432.3%
ASX vs IT
-40.5%
+472.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.6% | +4.8% | +1.1% |
| 7D | -0.7% | -6.0% | +5.3% | +0.5% |
| 30D | +2.0% | 0.0% | +2.0% | +1.6% |
| 3M | -1.3% | +13.1% | -14.4% | -5.1% |
| 6M | +71.4% | +11.7% | +59.7% | +63.3% |
| YTD | +135.3% | -26.1% | +161.4% | +159.2% |
| 1Y | +267.5% | -21.3% | +288.7% | +288.0% |
| 3Y | +388.5% | -46.7% | +435.2% | +499.5% |
| All | +432.3% | -40.5% | +472.8% | +469.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling