+146.5%
ASX vs MAR
+62.0%
+84.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +2.0% | -6.0% | -4.2% |
| 7D | -14.6% | +7.7% | -22.3% | -15.5% |
| 30D | -21.1% | +19.4% | -40.5% | -22.9% |
| 3M | -3.1% | +23.3% | -26.4% | -5.8% |
| 6M | +17.4% | +22.8% | -5.5% | +12.0% |
| YTD | +135.3% | +37.8% | +97.6% | +118.6% |
| 1Y | +146.5% | +57.4% | +89.1% | +120.5% |
| All | +146.5% | +62.0% | +84.5% | +120.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MAR.
Daily Out/Under-Performance
Portfolio return minus MAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAR 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 MAR 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