+421.9%
ASX vs ONON
-1.9%
+423.9%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | 0.0% | +6.6% | +6.6% |
| 7D | +0.8% | -10.1% | +11.0% | +3.1% |
| 30D | -20.4% | -1.8% | -18.6% | -20.3% |
| 3M | -2.1% | +12.3% | -14.4% | -5.0% |
| 6M | +8.2% | +2.0% | +6.2% | +5.6% |
| YTD | +137.3% | -25.3% | +162.6% | +146.8% |
| 1Y | +155.0% | -1.3% | +156.3% | +147.8% |
| 3Y | +397.9% | +29.0% | +368.9% | +345.3% |
| 5Y | +529.2% | -6.2% | +535.5% | +422.2% |
| All | +421.9% | -1.9% | +423.9% | +331.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling