+249.2%
ASX vs NOC
-8.3%
+257.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.7% | +5.4% | +6.3% |
| 7D | +6.3% | -2.7% | +9.0% | +5.4% |
| 30D | +6.4% | -8.9% | +15.3% | +3.6% |
| 3M | +13.1% | -3.7% | +16.8% | +12.6% |
| 6M | +90.3% | -30.8% | +121.1% | +85.8% |
| YTD | +149.6% | -7.9% | +157.6% | +145.6% |
| 1Y | +249.2% | -9.4% | +258.6% | +234.8% |
| All | +249.2% | -8.3% | +257.5% | +234.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NOC.
Daily Out/Under-Performance
Portfolio return minus NOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOC 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 NOC 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