+415.3%
ASX vs O
+10.1%
+405.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.8% | +7.2% | +6.6% |
| 7D | -19.9% | +3.7% | -23.6% | -20.5% |
| 30D | -30.9% | +11.2% | -42.1% | -32.4% |
| 3M | -15.1% | -4.0% | -11.1% | -14.4% |
| 6M | -6.5% | -5.2% | -1.2% | -5.8% |
| YTD | +98.4% | +9.5% | +89.0% | +90.8% |
| 1Y | +107.9% | +10.6% | +97.3% | +99.0% |
| 3Y | +325.3% | +38.1% | +287.2% | +255.3% |
| All | +415.3% | +10.1% | +405.2% | +393.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling