+748.4%
ASX vs MAR
+544.2%
+204.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.2% | +6.6% | +6.5% |
| 7D | -19.9% | +4.3% | -24.2% | -21.2% |
| 30D | -30.9% | +16.8% | -47.7% | -35.1% |
| 3M | -15.1% | +16.0% | -31.1% | -20.2% |
| 6M | -6.5% | +16.5% | -22.9% | -13.0% |
| YTD | +98.4% | +35.0% | +63.4% | +73.1% |
| 1Y | +107.9% | +49.4% | +58.5% | +73.3% |
| 3Y | +325.3% | +124.1% | +201.2% | +196.9% |
| 5Y | +447.3% | +159.2% | +288.1% | +257.4% |
| All | +748.4% | +544.2% | +204.2% | +405.8% |
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