+417.7%
ASX vs ONON
-20.9%
+438.6%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.5% |
| 7D | -0.7% | -3.0% | +2.3% | -0.1% |
| 30D | +2.0% | -26.7% | +28.7% | +8.0% |
| 3M | -1.3% | -25.3% | +24.0% | +3.6% |
| 6M | +71.4% | -35.3% | +106.7% | +84.9% |
| YTD | +135.3% | -39.8% | +175.1% | +157.3% |
| 1Y | +267.5% | -39.2% | +306.7% | +298.3% |
| 3Y | +388.5% | -4.2% | +392.7% | +365.9% |
| All | +417.7% | -20.9% | +438.6% | +349.7% |
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