+468.6%
ASX vs ONON
-24.2%
+492.8%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.6% | +5.1% | +3.9% |
| 7D | +11.1% | -3.5% | +14.6% | +11.9% |
| 30D | +9.6% | -30.8% | +40.4% | +17.5% |
| 3M | +18.6% | -29.8% | +48.5% | +26.2% |
| 6M | +92.1% | -34.8% | +126.9% | +106.6% |
| YTD | +158.5% | -42.3% | +200.7% | +184.9% |
| 1Y | +271.9% | -39.5% | +311.4% | +303.0% |
| 3Y | +465.2% | -9.3% | +474.5% | +445.3% |
| All | +468.6% | -24.2% | +492.8% | +398.1% |
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