+3,552.3%
ASX vs O
+2,120.7%
+1,431.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.5% |
| 7D | -0.7% | -0.7% | 0.0% | -0.5% |
| 30D | +2.0% | -1.9% | +3.9% | +2.6% |
| 3M | -1.3% | +3.8% | -5.2% | -3.3% |
| 6M | +71.4% | -4.7% | +76.2% | +72.9% |
| YTD | +135.3% | +12.5% | +122.8% | +123.9% |
| 1Y | +267.5% | +10.8% | +256.6% | +250.8% |
| 3Y | +388.5% | +28.8% | +359.7% | +335.0% |
| 5Y | +417.1% | +13.2% | +403.9% | +380.3% |
| 10Y | +872.7% | +53.5% | +819.3% | +671.0% |
| All | +3,552.3% | +2,120.7% | +1,431.6% | +1,015.6% |
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