+133.0%
ASX vs NI
+7.1%
+125.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.5% | +2.7% | +3.1% |
| 7D | -9.1% | +1.5% | -10.6% | -9.3% |
| 30D | -23.6% | +11.9% | -35.4% | -25.0% |
| 3M | -5.6% | +9.1% | -14.7% | -6.8% |
| 6M | +4.7% | -1.8% | +6.4% | +4.8% |
| YTD | +122.6% | +11.4% | +111.2% | +108.0% |
| 1Y | +133.0% | +6.4% | +126.6% | +119.8% |
| All | +133.0% | +7.1% | +125.9% | +119.8% |
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