+125.7%
ASX vs NXT
-3.7%
+129.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | 0.0% | +8.6% | +8.6% |
| 7D | -12.3% | +15.1% | -27.4% | -16.6% |
| 30D | -26.0% | +21.8% | -47.8% | -31.4% |
| 3M | -8.1% | +1.6% | -9.7% | -9.0% |
| 6M | +1.4% | -16.7% | +18.1% | +6.4% |
| YTD | +115.6% | +20.4% | +95.2% | +104.8% |
| All | +125.7% | -3.7% | +129.4% | +121.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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