+992.0%
ASX vs NI
+136.8%
+855.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.5% | +4.1% | +3.7% |
| 7D | +11.1% | +1.3% | +9.8% | +10.8% |
| 30D | +9.6% | -0.3% | +9.9% | +9.7% |
| 3M | +18.6% | -9.5% | +28.1% | +21.7% |
| 6M | +92.1% | -10.2% | +102.4% | +97.1% |
| YTD | +158.5% | +1.8% | +156.7% | +156.3% |
| 1Y | +271.9% | +5.7% | +266.2% | +264.3% |
| 3Y | +465.2% | +69.6% | +395.6% | +381.0% |
| 5Y | +479.4% | +95.8% | +383.6% | +368.3% |
| 10Y | +992.0% | +145.1% | +846.9% | +735.1% |
| All | +992.0% | +136.8% | +855.2% | +735.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling