+913.4%
ASX vs OMC
+32.3%
+881.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.8% | +7.9% | +6.7% |
| 7D | +6.3% | -5.8% | +12.1% | +8.3% |
| 30D | +6.4% | -4.8% | +11.2% | +8.0% |
| 3M | +13.1% | +9.2% | +3.9% | +8.2% |
| 6M | +90.3% | -2.5% | +92.8% | +89.2% |
| YTD | +149.6% | +2.6% | +147.1% | +140.8% |
| 1Y | +249.2% | +5.9% | +243.2% | +229.2% |
| 3Y | +445.9% | +14.2% | +431.7% | +388.8% |
| 5Y | +477.7% | +33.2% | +444.5% | +380.9% |
| 10Y | +913.4% | +33.4% | +880.0% | +714.2% |
| All | +913.4% | +32.3% | +881.1% | +714.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 10y: compounded portfolio wealth divided by compounded OMC 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…
10y analysis · Full analysis span regression · 6 months rolling