+125.7%
ASX vs OMC
+24.4%
+101.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.5% | +6.2% | +9.1% |
| 7D | -12.3% | +5.4% | -17.6% | -11.3% |
| 30D | -26.0% | +15.7% | -41.7% | -23.7% |
| 3M | -8.1% | +4.9% | -13.0% | -6.3% |
| 6M | +1.4% | +17.3% | -15.9% | +5.0% |
| YTD | +115.6% | +13.0% | +102.5% | +125.1% |
| All | +125.7% | +24.4% | +101.2% | +132.3% |
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 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