+445.9%
ASX vs ONON
-6.6%
+452.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.6% | +8.7% | +6.6% |
| 7D | +6.3% | -1.7% | +8.0% | +6.6% |
| 30D | +6.4% | -27.4% | +33.8% | +12.6% |
| 3M | +13.1% | -26.5% | +39.7% | +18.8% |
| 6M | +90.3% | -34.2% | +124.5% | +103.6% |
| YTD | +149.6% | -41.3% | +191.0% | +173.7% |
| 1Y | +249.2% | -39.7% | +288.8% | +278.9% |
| 3Y | +445.9% | -7.8% | +453.7% | +440.0% |
| All | +445.9% | -6.6% | +452.5% | +440.0% |
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