+400.8%
ASX vs ONON
-6.6%
+407.4%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.7% | +0.7% | -3.1% |
| 7D | +22.1% | -11.9% | +34.0% | +25.2% |
| 30D | -23.8% | -6.8% | -16.9% | -22.8% |
| 3M | -7.6% | +6.6% | -14.3% | -9.3% |
| 6M | +6.9% | -2.2% | +9.2% | +5.3% |
| YTD | +127.7% | -28.9% | +156.5% | +139.3% |
| 1Y | +144.5% | -20.3% | +164.9% | +150.2% |
| 3Y | +377.8% | +22.9% | +354.9% | +331.6% |
| 5Y | +498.2% | -11.1% | +509.3% | +401.6% |
| All | +400.8% | -6.6% | +407.4% | +318.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 ONON 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