+146.5%
ASX vs NI
+9.5%
+137.0%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.5% | -5.4% | -4.1% |
| 7D | -14.6% | +3.9% | -18.5% | -15.0% |
| 30D | -21.1% | +15.3% | -36.4% | -23.1% |
| 3M | -3.1% | +2.4% | -5.5% | -3.0% |
| 6M | +17.4% | -4.5% | +21.9% | +18.4% |
| YTD | +135.3% | +11.4% | +124.0% | +121.5% |
| 1Y | +146.5% | +8.5% | +138.0% | +133.6% |
| All | +146.5% | +9.5% | +137.0% | +133.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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