+368.6%
ASX vs NXT
+175.5%
+193.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.5% | -3.6% | -2.4% |
| 7D | +12.4% | -9.4% | +21.8% | +15.2% |
| 30D | -19.8% | +15.1% | -34.9% | -22.7% |
| 3M | -10.3% | -9.1% | -1.2% | -8.5% |
| 6M | +1.2% | -30.3% | +31.5% | +8.9% |
| YTD | +123.0% | +9.1% | +113.9% | +118.8% |
| 1Y | +145.4% | +7.9% | +137.6% | +140.8% |
| 3Y | +368.6% | +176.5% | +192.1% | +277.7% |
| All | +368.6% | +175.5% | +193.1% | +277.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling