+842.6%
ASX vs MAR
+540.7%
+301.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.2% | +8.5% | +8.6% |
| 7D | -12.3% | +0.2% | -12.5% | -12.2% |
| 30D | -26.0% | +14.0% | -40.0% | -29.8% |
| 3M | -8.1% | +18.1% | -26.2% | -14.2% |
| 6M | +1.4% | +18.6% | -17.2% | -6.4% |
| YTD | +115.6% | +35.3% | +80.3% | +87.9% |
| 1Y | +128.0% | +44.5% | +83.6% | +92.9% |
| 3Y | +371.4% | +120.7% | +250.7% | +231.0% |
| 5Y | +469.4% | +164.1% | +305.3% | +269.1% |
| 10Y | +842.6% | +515.5% | +327.2% | +442.1% |
| All | +842.6% | +540.7% | +301.9% | +442.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling