+107.9%
ASX vs OPEN
-81.0%
+188.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -21.8% | +28.2% | +9.8% |
| 7D | -19.9% | -22.2% | +2.3% | -17.0% |
| 30D | -30.9% | -38.3% | +7.4% | -25.6% |
| 3M | -15.1% | -59.4% | +44.3% | -1.3% |
| 6M | -6.5% | -74.4% | +67.9% | +16.7% |
| YTD | +98.4% | -76.0% | +174.4% | +145.4% |
| 1Y | +107.9% | -78.7% | +186.5% | +158.2% |
| All | +107.9% | -81.0% | +188.8% | +158.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling