+125.7%
ASX vs O
+10.4%
+115.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.8% | +7.9% | +9.2% |
| 7D | -12.3% | +3.3% | -15.6% | -10.1% |
| 30D | -26.0% | +10.3% | -36.3% | -20.7% |
| 3M | -8.1% | -3.5% | -4.6% | -8.9% |
| 6M | +1.4% | -1.3% | +2.7% | +1.9% |
| YTD | +115.6% | +10.3% | +105.2% | +126.0% |
| All | +125.7% | +10.4% | +115.3% | +136.8% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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