+928.4%
ASX vs OPEN
-86.9%
+1,015.3%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.7% | +7.9% | +8.6% |
| 7D | -12.3% | -21.7% | +9.4% | -10.6% |
| 30D | -26.0% | -36.5% | +10.5% | -23.3% |
| 3M | -8.1% | -59.5% | +51.4% | -0.7% |
| 6M | +1.4% | -71.9% | +73.2% | +13.0% |
| YTD | +115.6% | -75.8% | +191.4% | +141.8% |
| 1Y | +128.0% | -78.5% | +206.5% | +156.7% |
| 3Y | +371.4% | -30.2% | +401.6% | +302.7% |
| 5Y | +469.4% | -93.3% | +562.7% | +455.0% |
| All | +928.4% | -86.9% | +1,015.3% | +812.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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