+486.7%
ASX vs NXT
+178.8%
+307.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.0% | -0.1% |
| 7D | -0.7% | -1.1% | +0.4% | -0.5% |
| 30D | +2.0% | -15.3% | +17.3% | +5.9% |
| 3M | -1.3% | -43.8% | +42.5% | +11.3% |
| 6M | +71.4% | -18.7% | +90.1% | +79.3% |
| YTD | +135.3% | -3.0% | +138.3% | +137.9% |
| 1Y | +267.5% | +22.7% | +244.8% | +256.2% |
| 3Y | +388.5% | +95.9% | +292.6% | +327.0% |
| All | +486.7% | +178.8% | +307.9% | +403.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling