+467.6%
ASX vs NXT
+208.8%
+258.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -6.9% | +2.9% | -2.4% |
| 7D | +22.1% | -6.0% | +28.1% | +23.9% |
| 30D | -23.8% | +5.4% | -29.2% | -24.7% |
| 3M | -7.6% | -9.7% | +2.1% | -5.7% |
| 6M | +6.9% | -25.3% | +32.3% | +13.2% |
| YTD | +127.7% | +7.5% | +120.2% | +124.3% |
| 1Y | +144.5% | -3.0% | +147.5% | +144.6% |
| 3Y | +377.8% | +171.4% | +206.4% | +295.3% |
| All | +467.6% | +208.8% | +258.8% | +374.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling