+842.6%
ASX vs OMC
+56.1%
+786.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.5% | +6.2% | +7.9% |
| 7D | -12.3% | +5.4% | -17.6% | -13.8% |
| 30D | -26.0% | +15.7% | -41.7% | -29.7% |
| 3M | -8.1% | +4.9% | -13.0% | -10.2% |
| 6M | +1.4% | +17.3% | -15.9% | -6.0% |
| YTD | +115.6% | +13.0% | +102.5% | +100.3% |
| 1Y | +128.0% | +24.1% | +103.9% | +103.3% |
| 3Y | +371.4% | +31.2% | +340.2% | +299.6% |
| 5Y | +469.4% | +53.4% | +416.0% | +349.8% |
| 10Y | +842.6% | +55.5% | +787.1% | +626.3% |
| All | +842.6% | +56.1% | +786.6% | +626.3% |
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