+2,979.8%
ASX vs OMC
+343.3%
+2,636.4%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.8% | +7.3% | +6.8% |
| 7D | -19.9% | +6.3% | -26.2% | -22.2% |
| 30D | -30.9% | +15.4% | -46.2% | -35.5% |
| 3M | -15.1% | +5.8% | -20.8% | -18.3% |
| 6M | -6.5% | +14.7% | -21.1% | -14.6% |
| YTD | +98.4% | +10.3% | +88.1% | +81.1% |
| 1Y | +107.9% | +23.2% | +84.6% | +79.2% |
| 3Y | +325.3% | +24.6% | +300.7% | +254.2% |
| 5Y | +447.3% | +50.1% | +397.2% | +311.2% |
| 10Y | +763.2% | +54.3% | +708.9% | +494.4% |
| All | +2,979.8% | +343.3% | +2,636.4% | +960.6% |
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