+271.9%
ASX vs OMC
+2.6%
+269.2%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.5% | +7.0% | +3.0% |
| 7D | +11.1% | -4.2% | +15.3% | +10.4% |
| 30D | +9.6% | -7.5% | +17.1% | +8.4% |
| 3M | +18.6% | +4.6% | +14.0% | +19.6% |
| 6M | +92.1% | -4.8% | +97.0% | +92.4% |
| YTD | +158.5% | -1.0% | +159.5% | +159.5% |
| 1Y | +271.9% | +3.8% | +268.0% | +273.4% |
| All | +271.9% | +2.6% | +269.2% | +273.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling