+486.8%
ASX vs MAR
+181.1%
+305.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.7% | -1.9% |
| 7D | +12.4% | +1.6% | +10.8% | +11.5% |
| 30D | -19.8% | +13.8% | -33.6% | -24.9% |
| 3M | -10.3% | +20.3% | -30.6% | -18.5% |
| 6M | +1.2% | +21.3% | -20.1% | -9.8% |
| YTD | +123.0% | +37.2% | +85.8% | +84.4% |
| 1Y | +145.4% | +48.4% | +97.0% | +93.2% |
| 3Y | +368.6% | +120.1% | +248.5% | +181.8% |
| All | +486.8% | +181.1% | +305.7% | +201.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling