+486.8%
ASX vs OPEN
-94.8%
+581.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.6% | +1.6% | -1.7% |
| 7D | +12.4% | -15.0% | +27.4% | +14.1% |
| 30D | -19.8% | -40.2% | +20.4% | -16.3% |
| 3M | -10.3% | -67.4% | +57.1% | -0.9% |
| 6M | +1.2% | -74.0% | +75.3% | +14.1% |
| YTD | +123.0% | -79.6% | +202.6% | +154.9% |
| 1Y | +145.4% | -86.1% | +231.5% | +189.2% |
| 3Y | +368.6% | -41.4% | +410.0% | +300.6% |
| All | +486.8% | -94.8% | +581.6% | +476.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling