+368.6%
ASX vs O
+39.0%
+329.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.3% | -2.2% |
| 7D | +12.4% | -0.4% | +12.8% | +12.3% |
| 30D | -19.8% | +7.1% | -26.9% | -18.5% |
| 3M | -10.3% | -5.2% | -5.1% | -10.6% |
| 6M | +1.2% | -1.8% | +3.0% | +1.2% |
| YTD | +123.0% | +9.1% | +114.0% | +123.7% |
| 1Y | +145.4% | +9.7% | +135.8% | +146.1% |
| 3Y | +368.6% | +39.1% | +329.5% | +341.5% |
| All | +368.6% | +39.0% | +329.6% | +341.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling