+2,979.8%
ASX vs O
+2,061.5%
+918.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.8% | +7.2% | +6.7% |
| 7D | -19.9% | +3.7% | -23.6% | -21.0% |
| 30D | -30.9% | +11.2% | -42.1% | -33.6% |
| 3M | -15.1% | -4.0% | -11.1% | -14.3% |
| 6M | -6.5% | -5.2% | -1.2% | -5.8% |
| YTD | +98.4% | +9.5% | +89.0% | +89.7% |
| 1Y | +107.9% | +10.6% | +97.3% | +97.8% |
| 3Y | +325.3% | +38.1% | +287.2% | +267.7% |
| 5Y | +447.3% | +10.2% | +437.1% | +411.6% |
| 10Y | +763.2% | +71.4% | +691.8% | +556.3% |
| All | +2,979.8% | +2,061.5% | +918.3% | +845.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling