+398.5%
ASX vs O
+40.8%
+357.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.1% | +6.5% | +6.6% |
| 7D | +0.8% | +0.6% | +0.2% | +1.0% |
| 30D | -20.4% | +9.4% | -29.9% | -18.8% |
| 3M | -2.1% | -2.4% | +0.2% | -2.0% |
| 6M | +8.2% | -1.9% | +10.1% | +8.5% |
| YTD | +137.3% | +10.5% | +126.8% | +138.6% |
| 1Y | +155.0% | +10.0% | +145.0% | +156.4% |
| All | +398.5% | +40.8% | +357.8% | +371.1% |
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