+371.4%
ASX vs ONON
+32.1%
+339.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.5% | +8.2% | +8.5% |
| 7D | -12.3% | +5.7% | -17.9% | -13.1% |
| 30D | -26.0% | +7.0% | -32.9% | -27.0% |
| 3M | -8.1% | -0.1% | -8.1% | -8.9% |
| 6M | +1.4% | +6.5% | -5.1% | -1.7% |
| YTD | +115.6% | -19.3% | +134.8% | +121.4% |
| 1Y | +128.0% | +7.2% | +120.8% | +117.5% |
| 3Y | +371.4% | +39.1% | +332.3% | +343.2% |
| All | +371.4% | +32.1% | +339.3% | +343.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling