+415.3%
ASX vs OPEN
-93.8%
+509.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -21.8% | +28.2% | +8.5% |
| 7D | -19.9% | -22.2% | +2.3% | -18.3% |
| 30D | -30.9% | -38.3% | +7.4% | -28.0% |
| 3M | -15.1% | -59.4% | +44.3% | -8.1% |
| 6M | -6.5% | -74.4% | +67.9% | +5.5% |
| YTD | +98.4% | -76.0% | +174.4% | +123.6% |
| 1Y | +107.9% | -78.7% | +186.5% | +135.1% |
| 3Y | +325.3% | -30.0% | +355.3% | +256.7% |
| All | +415.3% | -93.8% | +509.1% | +435.1% |
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