+432.3%
ASX vs OPEN
-83.7%
+516.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | +0.2% |
| 7D | -0.7% | -4.3% | +3.5% | -0.3% |
| 30D | +2.0% | -16.2% | +18.2% | +3.6% |
| 3M | -1.3% | -36.4% | +35.0% | +2.8% |
| 6M | +71.4% | -35.5% | +106.9% | +77.9% |
| YTD | +135.3% | -46.0% | +181.3% | +146.7% |
| 1Y | +267.5% | -47.1% | +314.6% | +269.6% |
| 3Y | +388.5% | -19.0% | +407.5% | +315.1% |
| All | +432.3% | -83.7% | +516.0% | +371.8% |
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