+3,552.3%
ASX vs OMC
+319.8%
+3,232.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.5% | +2.7% | +1.3% |
| 7D | -0.7% | -6.4% | +5.7% | +2.1% |
| 30D | +2.0% | +1.1% | +0.9% | +1.2% |
| 3M | -1.3% | +10.4% | -11.7% | -7.1% |
| 6M | +71.4% | -1.7% | +73.1% | +69.3% |
| YTD | +135.3% | +4.4% | +130.9% | +122.3% |
| 1Y | +267.5% | +8.4% | +259.0% | +237.0% |
| 3Y | +388.5% | +14.4% | +374.1% | +327.5% |
| 5Y | +417.1% | +33.9% | +383.2% | +313.3% |
| 10Y | +872.7% | +34.9% | +837.9% | +621.8% |
| All | +3,552.3% | +319.8% | +3,232.5% | +1,202.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling